Blake
Zinn
Sequent Planning, LLC
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About this Advisor
Blake Zinn is a financial advisor working in Omaha, Nebraska, with a total of 3 years of industry experience. Zinn is currently employed by Sequent Planning, LLC. Zinn has gained experience at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC, Northwestern Mutual Wealth Management Co, Securities America, Inc and Sequent Planning, LLC. Zinn has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Nebraska. Sequent Planning, LLC is an advisory firm operating out of Omaha, NE. The company has offices in 32 locations and a total of 86 advisors. It oversees $248 million in total assets across its 3,117 client accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 3,117 customer accounts, just 1% are held by high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm provides 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. Fees for financial management vary depending on the type of financial services provided. However, fee types charged by Sequent Planning, LLC likely include 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
Blake Zinn Work History
Blake has been registered as a financial advisor for 3 years.*
Sequent Planning, LLC
Securities America, Inc
Northwestern Mutual Wealth Management Co
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Life Insurance Company
*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 Blake Zinn 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
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Oxford, FL
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Omaha, NE
Omaha, NE
Suwanee, GA
Appleton, WI
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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