BZ
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 (1)
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Employment Separation After Allegations
March 2020Other Business ActivitiesSells Insurance
Blake is the Board President of Auburn Country Club, a non-profit, spending minimal time on this activity. Blake is also an insurance agent since 2018, providing insurance products and services to clients and prospects, taking about a quarter of his time.
Employment History
Current Registrations
Sequent Planning, LLC
August 2020 - Present · 5 yrs 5 mos
Previous Registrations
Securities America, INC.Broker
October 2018 - April 2020 · 1 yr 6 mos
Northwestern Mutual Investment Services, LLC Broker
May 2014 - October 2018 · 4 yrs 5 mos
State Registrations1 state
NE
Advisor
Exams
No exam information available for this advisor.