Sequent Planning, LLC
● SEC registered since 2018CRD 160381SEC# 801-113971Omaha, NE
Reg. AUM
$589.5M
Employees
102
Accounts
6,015
Location
Omaha, NE
Sequent Planning, LLC assets under management
Sequent Planning, LLC is an investment advisory firm registered with the SEC based in Omaha, NE. The firm has been registered since 2018. It reports $589.5 million in regulatory assets under management and employs 102 people.
Sequent Planning, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrea Butler Control | Chief Compliance Officer | Under 5% | 2025 |
| Chelsea Kiehler Control | Managing Principal | Under 5% | 2025 |
| Mark Thomas Hunter Control | Principal/Corporate Signing Authority | Under 5% | 2025 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Sequent Planning, LLC manage?
Sequent Planning, LLC reports $589.5 million in regulatory assets under management on its Form ADV.
How many employees does Sequent Planning, LLC have?
Sequent Planning, LLC reports 102 employees.
Where is Sequent Planning, LLC located?
Sequent Planning, LLC is based in Omaha, NE and has been SEC-registered since 2018.
Does Sequent Planning, LLC disclose fund performance?
Sequent Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8420 West Dodge Road, Suite 110, Omaha, NE 68114 |
| Phone | 402-953-3544 |
| Fax | 402-953-3544 |
| Office hours | M-T 8 a.m.-5p.m., F 8a.m.-3p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$589.5M▲ 58%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
EmployeesTop 7%
More than 93% of 16,825 advisers
Assets under management
$589.5Mregulatory AUM
Discretionary $528.4MNon-discretionary $61M