Investment adviser · CRD 160381
SEQUENT PLANNING, LLC
Investment adviser filing (IA)
OMAHA, NE, United States · Form ADV filed Aug 14, 2026
- Regulatory AUM
- $589M Form ADV · Item 5.F
- Client accounts
- 6,015 Accounts, not individual clients
- Employees
- 102 Reported in this filing
- Advisory professionals
- 76 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 5,970 | $508,570,475 | 86.3% |
| High-net-worth individuals | 45 | $80,902,528 | 13.7% |
Filing source
Form ADV 2123541 · Aug 14, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 14, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
8807 INDIAN HILLS DRIVEOMAHA, NE, 68114, United States
CRD 160381
Filing source
Form ADV 2123541 · Aug 14, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.