Aaron
Shigley
Sequent Planning, LLC
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About this Advisor
Aaron Shigley is a financial advisor operating in Omaha, Nebraska with 3 years of industry experience. Shigley is currently employed by Sequent Planning, LLC. Their career trajectory has included roles at Senior Market Sales, Bankers Life & Casualty, Trugreen Lawn Care, C.R.D.N, Patera Landscaping, Bill Hood Chevrolet, Gradient Advisors, LLC, Sequent Planning, LLC and Weston Mock Insurance Agency. Shigley maintains a Series 65 license, which qualifies them as an investment advisor representative, and is approved to serve investors in Nebraska. Sequent Planning, LLC is a registered investment company operating out of Omaha, NE. The firm has offices in 32 locations and a total of 86 people on staff. It manages $248 million in assets among its 3,117 client accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 3,117 client accounts, just 1% are associated with high-net-worth individuals who have at least $1 million in investable assets. Sequent Planning, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fee schedules are based on which services are offered. However, fee types charged by Sequent Planning, LLC likely are comprised of some combination 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
Aaron Shigley Work History
Aaron has been registered as a financial advisor for 3 years.*
Sequent Planning, LLC
Weston Mock Insurance Agency
Senior Market Sales
Gradient Advisors, LLC
Bankers Life & Casualty
Trugreen Lawn Care
C.R.D.N
Patera Landscaping
Bill Hood Chevrolet
*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 Aaron Shigley 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
Oxford, FL
Omaha, NE
Omaha, NE
Appleton, WI
Medford, OR
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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