Company Email Format Management

Sequent Planning

Financial Services 8420 W Dodge Rd 13 employees

Employees: 13
Contacts: 3
Emails: 3
Phones: 1

sequentplanning.com LinkedIn

Sequent Planning Overview

Headquarters: 8420 W Dodge Rd
Phone Number: Available in AeroLeads
Website: sequentplanning.com
Industry: Financial Services
Employees: 13
Founded: 2012
Company Email: Available in AeroLeads
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

financial planning financial advisor financial technology financial services retirement retirement planning insurance

About Sequent Planning

Sequent Planning is a registered investment adviser (RIA) committed to supporting its investment adviser representatives with everything they need to design holistic retirement plans that impact clients’ lives. Investment adviser representatives enjoy freedom as independent contractors but also structure, tools and processes that help them act in clients’ best interests. Through Sequent Planning’s affiliation with Senior Market Sales®, advisers also gain access to an expanse of retirement solutions, allowing all-in-one place efficiencies that help them better serve clients and grow their practices.

Sequent Planning Contact Details

People in AeroLeads: 4
With contact data: 3
Email contacts: 3; 75.0% coverage
Phone contacts: 1; 25.0% coverage

Sequent Planning Org Chart

Sample employees and titles

Name	Title	Location	Contact
Jay Quinn, Cfp ®	Investment Advisor Representative	Englewood, Colorado, United States	Email
Jared Baker, Ricp®	Sales & Marketing Leader - Client Relationship Manager - Business Development & Account Executive - Business Partner & Trusted Advisor to Financial	Omaha, Nebraska, United States	Email Phone
Todd Travaille	Investment Advisor	Omaha, Nebraska, United States	View
Laura Lunn	Retirement Health Insure	Chicago, Illinois, United States	Email