Sequent Planning Information
Contact top employees from
Sequent Planning
Summary
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 clien...Show more
Organization Website | sequentplanning.com |
Social Links |  |
Phone Number | (402) 953-3544 |
Industries | |
Headquarters Location | 8420 W Dodge Rd, Omaha, Ne, 68114 US |
Employees Size | 1-10 employees |
Specialties | financial planning, financial advisor, financial technology, financial services, retirement, retirement planning, insurance |
Founded | 2012 |
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Sequent Planning shows a diverse range of experience levels:
10% have been with the company for less than 1 year20% for 1–2 years20% for 3–4 years20% for 5–7 years20% for 8–10 years10% have over 11 years of service at Sequent PlanningEx-employees positions
In Company
In New Company
Contact top employees from
Sequent Planning
Josh Benedict
Financial Advisor
Chelsea Kiehler
Managing Principal
Logan Morrow
Investment Advisor
Andrea Butler
Chief Compliance Officer
Randy Tennant
Financial Advisor
Gary Coleman
Investment Advisor Representative
Todd Travaille
Financial Advisor
Jesse Leax
Independent Financial Advisor
Daniel Malcolm
Financial Advisor
Anthony Fenner
Field Operations Manager
Drew Carpenter
Home Office Advisor
Emily Langdon
Senior Operations & Planning Associate
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FAQ
Sequent Planning operates in the Finance industries. More details can be found on the official website: sequentplanning.com.
The headquarters of Sequent Planning are located in Omaha, United States.
You can contact Sequent Planning by phone at (402) 953-3544.
Sequent Planning currently employs 1-10 people.
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