Chelsea
Kiehler
Sequent Planning, LLC
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About this Advisor
Chelsea Kiehler is a financial advisor who works out of Suwanee, Georgia. Kiehler is an employee of Sequent Planning, LLC. Throughout their career, they have worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Sequent Planning LLC and Senior Market Sales. Kiehler has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Georgia. Sequent Planning, LLC is a firm that has its headquarters in Omaha, NE. The company has offices in 32 locations and a total of 86 employees. It handles $248 million in assets under management across its 3,117 customer accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 3,117 customer accounts, just 1% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The firm provides a wide assortment 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. Fees charged by financial advisors are based on which services are provided. However, fees billed by Sequent Planning, LLC likely are comprised 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
Chelsea Kiehler Work History
Chelsea has been registered as a financial advisor for 0 years.*
Sequent Planning LLC
Senior Market Sales
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
*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 Chelsea Kiehler 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
Omaha, NE
Omaha, NE
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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