Michael
Reed
Sequent Planning, LLC
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About this Advisor
Michael Reed is a financial advisor who works out of Omaha, Nebraska, who has 1 year of relevant experience. Reed is an advisor for Sequent Planning, LLC. Over the course of their career, they have held roles at Mutual Of Omaha, Mutual Of Omaha Investor Services, Inc, Minnesota Life Ins Co, Wealthspan Financial Group, Securian Financial Services, Inc, Aig/Sagepoint, Wealth Management Group, Bank Of America, N.A, Amerilife, Sagepoint Financial, Sequent Planning, Futurity First Insurance and Merrill Lynch, Pierce, Fenner & Smith Inc. Reed maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Alabama. Sequent Planning, LLC is a registered investment firm operating out of Omaha, NE. It has offices in 32 locations and a total of 86 financial advisors. It controls $248 million in assets under management among its 3,117 client accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 3,117 customer accounts, just 1% are associated with high-net-worth individuals who have at least $1 million in assets. The firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors usually vary depending on the financial services provided. However, fees billed by Sequent Planning, LLC likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sequent Planning, LLC Brokerage Details
$248,155,987
86
3,117
$79,614
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Michael Reed Work History
Michael has been registered as a financial advisor for 1 years.*
Sequent Planning
Futurity First Insurance
Sagepoint Financial
Amerilife
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Minnesota Life Ins Co
Wealthspan Financial Group
Securian Financial Services, Inc
Wealth Management Group
Aig/Sagepoint
Mutual Of Omaha Investor Services, Inc
Mutual Of Omaha
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Reed to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sequent Planning, LLC
Omaha, NE
Omaha, NE
Oxford, FL
Omaha, NE
Omaha, NE
Omaha, NE
Appleton, WI
Suwanee, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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