Sequent Planning LLC
Legal Name: SEQUENT PLANNING, LLC
Full Contact Details
Other Info
Sequent Planning LLC is legally known as SEQUENT PLANNING, LLC. It is a NE Limited Liability Company. This firm has 24 employees, of which 21 are employees in advisory roles. It serves 20 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Sep 10, 2018.
Sequent Planning, LLC
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Futurity First Wealth Management
HomeFor Advisors Accelerate Innovate Sequent PlanningAdvisor DirectoryResources Articles Calculators Flipbooks Newsletters Glossary Tax Library Videos MoreAbout UsTraining VideosContact Us Protection is part planning.How is your nest egg protected? It can begenerational.Plans cancreate smiles. Your …
Direct Owners
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MICHAEL DOUGLAS CHOCHON
VICE PRESIDENT owns less than 5%
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RICHARD BERT REED
CHIEF COMPLIANCE OFFICER owns less than 5%
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SENIOR MARKET SALES, INC.
OWNER owns 75% or more
Indirect Owners
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MILTON KLEINBERG
OWNER owns 75% or more
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