Sequent Planning Employee Directory

Q: What is Sequent Planning known for?

Sequent Planning was founded in 2012. Sequent Planning operates in the Financial Services industry.

Q: How many employees does Sequent Planning have currently?

Sequent Planning has approximately 13 employees.

Financial ServicesNebraska, United States11-50 Employees

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 clients’ lives. Investment adviser representatives enjoy freedom as independent contractors but also structure, tools and processes that help them act in clients’ best interests. Through Sequent Planning’s affiliation with Senior Market Sales®, advisers also gain access to an expanse of retirement solutions, allowing all-in-one place efficiencies that help them better serve clients and grow their practices.

Find Sequent Planning employees' phone numbers or email addresses

Sequent Planning Global Highlights

North America
18

United States Of America
18

Sequent Planning's Leadership

A. B.
Chief Compliance Officer
Mobile Phone
Email
B. H.
Co-Founder
Mobile Phone
Email
R. P.
Co Founder And Managing Partner
Mobile Phone
Email
M. C.
Vice President
Mobile Phone
Email
A. F.
Field Operations Manager
Mobile Phone
Email
D. M.
Financial Advisor
Mobile Phone
Email
D. C.
Home Office Advisor
Mobile Phone
Email
J. B.
Investment Advisor Representative
Mobile Phone
Email

Contact profiles from Sequent Planning

Name

Title

Contact Info

Location

Last Update

J. L.
Independent Financial Advisor
Mobile Phone
Email
United StatesPennsylvania
Nov 18, 2025
L. L.
Investment Advisor
Mobile Phone
Email
United StatesFlorida
Oct 18, 2025
L. M.
Investment Advisor
Mobile Phone
Email
United StatesNew York
Aug 11, 2025

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 13 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Sequent Planning's key employees and leadership?

As of December 2025, Sequent Planning's key employees include:

Chief Compliance Officer: A. B.
Co-Founder: B. H.
Co Founder And Managing Partner: R. P.
Vice President: M. C.
Field Operations Manager: A. F.

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