Randy
Tennant
Sequent Planning, LLC
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About this Advisor
Randy Tennant is a financial advisor based in Omaha, Nebraska, working with Sequent Planning, LLC. Randy has previously held positions at Bank Of America, Ameriprise/Wealth Strategy Partners, Country Capital Management Company, Pacific Capital Resource Group, Pruco Securities, LLC, Prudential Insurance Company Of America, Futurity First Insurance Group, and Sequent Planning, LLC. Randy has passed the Series 65 and Series 66 regulatory exams and is registered to provide services in Oregon. Currently, Randy is part of Sequent Planning, LLC, which operates out of Omaha, Nebraska. The firm has 32 offices and 80 employees. The firm manages assets totaling $373.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Sequent Planning, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sequent Planning, LLC Brokerage Details
$373,438,734
80
4,279
$87,272
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
Randy Tennant Work History
Futurity First Insurance Group
Sequent Planning, LLC
Pruco Securities, LLC
Prudential Insurance Company Of America
Country Capital Management Company
Pacific Capital Resource Group
Ameriprise/Wealth Strategy Partners
Bank Of America
Disclosures
Please visit the SEC profile of Randy Tennant 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
Rothschild, WI
Stuart, FL
Omaha, NE
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Scottsdale, AZ
Lansing, MI
Chesterfield, MO
Omaha, NE
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