BB
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
74 advisors
Number of Clients
5,102 clients
Average Client Portfolio
$77K average
Assets Under Management
$394.7M
Fee Structure
Financial Plan Fee:From $500
Sequent Planning offers asset management services, financial planning services, and retirement plan services. Financial planning services are based on fixed fees or hourly fees. A limited-scope engagement is estimated to cost $500 and should take 2-4 hours to complete. The firm also receives solicitor fees from third-party money managers for client referrals.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningInsurance PlanningFinancial Planning & Coaching
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Advisor Information
Office location
8420 West Dodge Road, Suite 110, Omaha, NE, 68114
Get directionsRegulatory History (4)
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Financial
July 2017Final
Judgment / Lien
November 2014Judgment / Lien
October 2014Judgment / Lien
October 2014Other Business ActivitiesSells Insurance
Brandon is an insurance agent appointed with various companies since 2015, and owns Blankenship Financial Solutions LLC for insurance purposes. He also owns rental property and an online eBay store, dedicating minimal time to each, and works as an insurance agent for Futurity First Insurance Group.
Employment History
Current Registrations
Sequent Planning, LLC
February 2023 - Present · 2 yrs 11 mos
Previous Registrations
Eagle Strategies LLC
February 2013 - December 2014 · 1 yr 10 mos
Metlife Securities INC.
September 2010 - December 2012 · 2 yrs 3 mos
Mutual of Omaha Investor Services, INC.
October 2007 - September 2010 · 2 yrs 11 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.