Thomas
Bugbee
Sequent Planning, LLC
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About this Advisor
Thomas Bugbee is a certified financial planner working in Scottsdale, Arizona with a total of 3 years of relevant experience. Bugbee is an employee of Sequent Planning, LLC. Throughout their career, Bugbee has worked at Futurity First Insurance Group, Proequities, Inc, Securities America, Inc, Securities America Advisors, Sequent Planning, LLC and Investment Advisors. Bugbee has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Arizona. Sequent Planning, LLC is a registered investment business that has its headquarters in Omaha, NE. The company has offices in 32 locations and a total of 86 advisors. It oversees $248 million in total assets among its 3,117 client accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 3,117 accounts, just 1% belong to high-net-worth investors who have greater than $1 million in assets. The advisory firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fee schedules depend on the type of financial services. However, fee types charged by Sequent Planning, LLC likely consist of some blend 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
Thomas Bugbee Work History
Thomas has been registered as a financial advisor for 3 years.*
Sequent Planning, LLC
Futurity First Insurance Group
Securities America, Inc
Securities America Advisors
Proequities, Inc
Investment Advisors
*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 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
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Oxford, FL
Nashville, TN
Louisville, KY
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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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.
