Sequent Planning, LLC
Sequent Planning, LLC is an SEC-registered mass-market adviser in Omaha, NE with $589.5M assets under management (AUM, regulatory AUM), +49% over one year. See who owns Sequent Planning, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 160381, SEC 801-113971, data through 2026-05-27.
- AUM (assets under management / regulatory AUM)
- $589.5M (2026-05-27)
- Firm type
- Mass-Market Adviser
- Location
- Omaha, NE
- Employees
- 102
- Clients
- 6,015
- CRD
- 160381
- Ownership
- CHOCHON, MICHAEL, DOUGLAS; SENIOR MARKET SALES, INC.; REED, RICHARD, BERT; ALLIANT INSURANCE SERVICES, INC.; ALLIANT HOLDINGS, L.P.
How much AUM does Sequent Planning, LLC have?
Sequent Planning, LLC reported $589.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-27).
Who owns Sequent Planning, LLC?
Disclosed owners and executives of Sequent Planning, LLC include CHOCHON, MICHAEL, DOUGLAS, SENIOR MARKET SALES, INC., REED, RICHARD, BERT, ALLIANT INSURANCE SERVICES, INC., ALLIANT HOLDINGS, L.P.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.