Sean
Kroeger
Sequent Planning, LLC
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About this Advisor
Sean Kroeger is a financial advisor operating out of Rock Port, Missouri, with a total of 3 years of industry experience. Kroeger is an employee of Sequent Planning, LLC. Kroeger has gained experience at State Farm Insurance, State Farm Vp Management Corp, American Public University, Mutual Of Omaha Investor Services, Mutual Of Omaha Insurance Company, Voya Financial Advisors, Inc, Loess Hills Group Inc, Sequent Planning, LLC and Conagra. Kroeger maintains Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Missouri. Sequent Planning, LLC is a registered investment company that has its headquarters in Omaha, NE. The company has offices in 32 locations and a total of 86 people on staff. It has $248 million in assets among its 3,117 customer accounts, making it one of 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 investors who have more than $1 million in assets available to invest. The firm provides a wide array 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 largely depend on which services are offered. Fees charged by Sequent Planning, LLC likely 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
Sean Kroeger Work History
Sean has been registered as a financial advisor for 3 years.*
Sequent Planning, LLC
Conagra
Loess Hills Group Inc
Voya Financial Advisors, Inc
Mutual Of Omaha Investor Services
Mutual Of Omaha Insurance Company
State Farm Insurance
State Farm Vp Management Corp
American Public University
*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 Sean Kroeger 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
Lansing, MI
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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