Sequent Planning, LLC

Overview

Sequent Planning, LLC is an SEC registered investment adviser based in Omaha, NE, registered since 2018. It reports $589M in assets under management across 6,015 accounts, with 102 employees. It has 99 investment adviser representatives.

Reported AUM

$589M

Discretionary

90%

Accounts

6,015

Average account

$98K

Employees

102

Advisory reps

99

Registered since

2018

Jurisdictions

41

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Periodicals or Newsletters
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 3

• Chelsea Kiehler Managing Principal CRD 5711646
• Mark Thomas Hunter Principal, Corporate Signing Authority CRD 8151610
• Andrea Butler Chief Compliance Officer CRD 5065433

Advisory reps 3 of 99

• Fraser Lawrence Allport Insurance Agent · Investment Adviser Rep CRD 1242844
• Omar I Baadarani Investment Adviser Rep CRD 5749488
• Jared L Baker Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5110876

96 more advisory reps, with emails, phones and branch locations

Location

Headquarters

8807 Indian Hills Dr
Omaha, NE 68114

County

Douglas

Metro area

Omaha-Council Bluffs, NE-IA

Region

Midwest

Registrations

• SEC registered
• Registered in 41 jurisdictions
• Website: futurityfirstwealthmanagement.com

Every state, with registration dates

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