Mitchell
Woods
Sequent Planning, LLC
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About this Advisor
Mitchell Woods is a financial advisor who works in Omaha, Nebraska with 1 year of relevant experience. Woods is an advisor for Sequent Planning, LLC. Their career trajectory has included roles at Edward Jones, Enterprise Rent A Car, Att, Mk Acquisitions, Midwest Acquisitions, Axa Advisors, LLC, Tom Lange Companu, Sequent Planning LLC and Futurity First Wealth Management. Woods holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in Pennsylvania. Sequent Planning, LLC is an advisory company headquartered in Omaha, NE. The company has offices in 32 locations and a total of 86 people on staff. It manages $248 million in total assets between its 3,117 customer accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 3,117 accounts, just 1% are associated with high-net-worth investors who have greater than $1 million in investable assets. Sequent Planning, LLC offers 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 charged by financial advisors typically are based on which service is provided. Fees billed by Sequent Planning, LLC can include 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
Mitchell Woods Work History
Mitchell has been registered as a financial advisor for 1 years.*
Sequent Planning LLC
Futurity First Wealth Management
Axa Advisors, LLC
Tom Lange Companu
Edward Jones
Enterprise Rent A Car
Att
Mk Acquisitions
Midwest Acquisitions
*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 Mitchell Woods 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
Omaha, NE
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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