CONNECT

Address:

8420 W Dodge Road Suite 110
Omaha, NE 68114

Phone:

(402) 953-3544

Accelerate

Grow what you have.

 

By becoming an Investment Adviser Representative you expand the conversation with clients. A comprehensive financial plan takes into consideration the client's entire balance sheet.  It all starts with a client relationship.

Broaden the solution set.

 

Sequent Planning is affiliated with Covisum, a financial adviser software technology company that has created Social Security Timing, Tax Clarity and SmartRisk. Further, Senior Market Sales, and insurance marketing organization offers a multitude of insurance products.

Join a nationwide network.

 

We are expanding across the country. One of our core values is to educate. Join the conversation and learn new and interesting ideas from IARs from across the country.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck