Linda
Ross-Smith
Sequent Planning, LLC
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About this Advisor
Linda Ross-Smith is a financial advisor working in Omaha, Nebraska with 1 year of industry experience. Ross-Smith is on the advisory team at Sequent Planning, LLC. Their career trajectory has included roles at Sanger Unified School District, Merced Union High School District, Central Union Elementary School District, Coalinga Unified School District, Fresno Unified School District, Massmutual Life Insurance Company, Bankers Life & Casualty, Mml Investors Services, LLC, Guardian Life Insurance, Park Avenue Securities and Sequent Planning, LLC. Ross-Smith holds Series 63 and Series 66 licenses, certifying them as a securities representative, and is able to work in California. Sequent Planning, LLC is a firm that has its headquarters in Omaha, NE. It has offices in 32 locations and a total of 86 employees. It controls $248 million in assets under management across 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 held by high-net-worth investors who have more than $1 million in investable assets. The advisory firm offers a broad set 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 charged by financial advisors largely are based on which services are provided. Fee types charged by Sequent Planning, LLC likely consist of any 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
Linda Ross-Smith Work History
Linda has been registered as a financial advisor for 1 years.*
Sequent Planning, LLC
Guardian Life Insurance
Park Avenue Securities
Massmutual Life Insurance Company
Mml Investors Services, LLC
Bankers Life & Casualty
Sanger Unified School District
Merced Union High School District
Central Union Elementary School District
Coalinga Unified School District
Fresno Unified School District
*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 Linda Ross-Smith 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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