| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrea Butler Control | Chief Compliance Officer | Under 5% | 2025 |
| Chelsea Kiehler Control | Managing Principal | Under 5% | 2025 |
| Senior Market Sales, Inc. Control | Owner | Over 75% | 2017 |
Sequent Planning, LLC reports $394.7 million in regulatory assets under management on its Form ADV.
Sequent Planning, LLC reports 91 employees.
Sequent Planning, LLC is based in Omaha, NE and has been SEC-registered since 2018.
Sequent Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 8420 West Dodge Road, Suite 110, Omaha, NE 68114 |
| Phone | 402-953-3544 |
| Fax | 402-953-3544 |
| Office hours | M-T 8 a.m.-5p.m., F 8a.m.-3p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
| Discretionary | $394.7M |
| Non-discretionary | $0 |
| Total (RAUM) | $394.7M |