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.
Company Details
- Employees
- 13
- Founded
- -
- Address
- 8420 W Dodge Rd,
- Phone
- (402) 953-3544
- In****@****ing.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- sequentplanning.com
- Keywords
- financial planning, financial advisor, financial technology, financial services, retirement, retirement planning, insurance.
- HQ
- Omaha, Ne
- Competitors
- Senior Market Sales, Arkfeld Wealth Strategies, Integrated Wealth Management, Oldfather Financial Services, LLC, Pay It Forward Inc., Alliant Insurance Services, Retirement Planning Center, Professional Financial Advisors, LLC (PFA), Futurity First Wealth Management, Lawson Kroeker Investment Management.
Sequent Planning Questions
Sequent Planning's helpline number is (402) 953-3544
Sequent Planning's website is sequentplanning.com
Sequent Planning's LinkedIn profile is https://www.linkedin.com/company/sequentplanning
Sequent Planning has
13 employees.
View email and phone details for 13
employees at Sequent Planning.
Sequent Planning's industry is
Financial Services
Sequent Planning's top competitors are
Senior Market Sales,
Arkfeld Wealth Strategies,
Integrated Wealth Management,
Oldfather Financial Services, Llc,
Pay It Forward Inc.,
Alliant Insurance Services,
Retirement Planning Center,
Professional Financial Advisors, Llc (Pfa),
Futurity First Wealth Management,
Lawson Kroeker Investment Management.
Sequent Planning's support email address is Info@SequentPlanning.com
Sequent Planning's categories are Financial Services
Sequent Planning's founding year is 2012
