Andrew
Egan
Sequent Planning, LLC
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About this Advisor
Andrew Egan is a financial advisor based in Oak Brook, Illinois, working with Sequent Planning, LLC. Andrew has previously held positions at Mutual Of Omaha Insurance Company, Mutual Of Omaha Investor Services, Walmart, Futurity First Insurance Group, Sequent Planning, LLC, and Levy Restaurant. Andrew has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Illinois. Currently, Andrew is part of Sequent Planning, LLC, which operates out of Oak Brook, Illinois. 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
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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
Andrew Egan Work History
Futurity First Insurance Group
Sequent Planning, LLC
Levy Restaurant
Mutual Of Omaha Investor Services
Mutual Of Omaha Insurance Company
Walmart
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.
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