What departments does Sequent Planning have?

Sequent Planning has employees across 1 departments including Analytics.

What is the largest department at Sequent Planning?

The largest department at Sequent Planning is Analytics with 1 employees.

Where are Sequent Planning employees located globally?

Sequent Planning has employees across 1 continents and 1 countries including United States Of America.

How has Sequent Planning's team size changed over time?

Sequent Planning's team has grown from approximately 14 to 15 employees based on available data.

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Sequent Planning Employee Directory

Q: Who are Sequent Planning's key employees and leadership?

Sequent Planning's key employees include: Co-Founder: B. H..

Financial ServicesNebraska, United States11-50 Employees

Sequent Planning is a small- to mid-sized financial services firm based in Omaha, Nebraska, and operates as a registered investment adviser. It supports its investment adviser representatives by providing the structure, tools, and processes needed to design holistic retirement plans for clients and to act in their best interests.

Through its affiliation with Senior Market Sales, advisers gain access to a broad array of retirement solutions, creating efficiencies that help them streamline client service and grow their practices. The company serves investment adviser representatives who work as independent contractors, offering both professional freedom and organizational backing. In a recent development, Sequent Planning was recognized as a Best Financial Advisory Firm for 2026.

Sequent Planning Global Highlights

North America
16

United States Of America
16

Sequent Planning's Leadership

B. H.
Co-Founder
Mobile Phone
Email
C. N.
Managing Partner
Mobile Phone
Email
R. P.
Co Founder And Managing Partner
Mobile Phone
Email
K. S.
Data Analyst
Mobile Phone
Email

Sequent Planning Employee Metrics

100%

50%

2026

2025

Banking
Legal
Other
Finance

Contact profiles from Sequent Planning

Name

Title

Contact

Location

Last Update

B. H.
Co-Founder
Mobile Phone
Email
Oct 17, 2024
C. N.
Managing Partner
Mobile Phone
Email
Oct 22, 2024
R. P.
Co Founder And Managing Partner
Mobile Phone
Email
Oct 16, 2024
K. S.
Data Analyst
Mobile Phone
Email
Jun 28, 2026

Frequently Asked Questions

What is Sequent Planning known for?

Sequent Planning was founded in 2012 operates in the Financial Services industry. Explore Sequent Planning's company overview page for more information.

What is Sequent Planning's most common email format?

Sequent Planning employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Sequent Planning email formats with LeadIQ.

How many employees does Sequent Planning have currently?

Sequent Planning has approximately 17 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Sequent Planning's key employees and leadership?

As of August 2026, Sequent Planning's key employees include:

Co-Founder: B. H.
Managing Partner: C. N.
Co Founder And Managing Partner: R. P.
Data Analyst: K. S.

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Sequent Planning Employee Directory

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