Curtis
Bohm
Sequent Planning, LLC
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About this Advisor
Curtis Bohm is a financial advisor based out of Omaha, Nebraska with 2 years of relevant experience. Bohm is an employee of Sequent Planning, LLC. Over the course of their career, Bohm has held roles at Thrivent Investment Management Inc, Thrivent Financial For Lutherans, Futurity First Insurance Group, Sequent Planning, LLC, The Prudential Insurance Company Of America and Pruco Securities LLC. Bohm maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Wisconsin. Sequent Planning, LLC is a firm headquartered in Omaha, NE. The firm has offices in 32 locations and a total of 86 employees. It administers $248 million in assets under management between its 3,117 customer accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 3,117 accounts, just 1% are associated with high-net-worth individuals who have greater than $1 million in assets. The advisory firm provides a broad assortment 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 advice largely are based on which services the firm provides the client. However, fees charged by Sequent Planning, LLC can consist 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
Curtis Bohm Work History
Curtis has been registered as a financial advisor for 2 years.*
Sequent Planning, LLC
Futurity First Insurance Group
The Prudential Insurance Company Of America
Pruco Securities LLC
Thrivent Investment Management Inc
Thrivent Financial For Lutherans
*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 Curtis Bohm 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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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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