Andrew
Egan
Sequent Planning, LLC
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About this Advisor
Andrew Egan is a financial advisor operating in Oak Brook, Illinois with a total of 4 years of relevant experience. Egan is on the advisory team at Sequent Planning, LLC. During their career, Egan has held roles at Mutual Of Omaha Insurance Company, Mutual Of Omaha Investor Services, Walmart, Futurity First Insurance Group, Sequent Planning, LLC and Levy Restaurant. Egan holds Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Illinois. Sequent Planning, LLC is a registered investment company based in Omaha, NE. The company has offices in 32 locations and a total of 86 people on staff. It oversees $248 million in assets under management among its 3,117 accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 3,117 accounts, just 1% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The business performs 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. Fees for financial advisory services typically vary depending on which services are provided. However, fee types charged by Sequent Planning, LLC can include any 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
Andrew Egan Work History
Andrew has been registered as a financial advisor for 4 years.*
Futurity First Insurance Group
Sequent Planning, LLC
Levy Restaurant
Mutual Of Omaha Investor Services
Mutual Of Omaha Insurance Company
Walmart
*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 Andrew Egan 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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