Thomas
Bugbee
Sequent Planning, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Thomas Bugbee is a financial advisor based in Scottsdale, Arizona, working with Sequent Planning, LLC. Thomas has previously held positions at Futurity First Insurance Group, Proequities, Inc, Securities America, Inc, Securities America Advisors, Sequent Planning, LLC, and Investment Advisors. Thomas has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona. Currently, Thomas is part of Sequent Planning, LLC, which operates out of Scottsdale, Arizona. The firm has 32 offices and 80 employees. The firm manages assets totaling $373.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Sequent Planning, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
Find an advisor who will work directly with you
SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.
Sequent Planning, LLC Brokerage Details
$373,438,734
80
4,279
$87,272
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
Thomas Bugbee Work History
Sequent Planning, LLC
Futurity First Insurance Group
Securities America, Inc
Securities America Advisors
Proequities, Inc
Investment Advisors
Disclosures
Please visit the SEC profile of Thomas Bugbee 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
Chesterfield, MO
Stuart, FL
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Lansing, MI
Omaha, NE
The content in this profile was updated by SmartAsset on 6/19/2024. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
