Scott
Lambie
Sequent Planning, LLC
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About this Advisor
Scott Lambie is a financial advisor who works out of Omaha, Nebraska with 4 years of industry experience. Lambie is on the advisory team at Sequent Planning, LLC. During their career, the advisor has held roles at New York Life Insurance Company, Nylife Securities LLC, Eagle Strategies LLC, Massmutual Life Insurance Co, Mml Investor Services LLC, Futurity First Investment Group and Sequent Planning, LLC. Lambie maintains Series 63, Series 66 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Wisconsin. Sequent Planning, LLC is an advisory firm headquartered in Omaha, NE. It has offices in 32 locations and a total of 86 financial advisors. It oversees $248 million in assets across its 3,117 client accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 3,117 client accounts, just 1% are held by high-net-worth investors who have greater than $1 million in assets. Sequent Planning, LLC 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. Financial advisory fees usually vary depending on which services the firm provides the client. Fee types charged by Sequent Planning, LLC may 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
Scott Lambie Work History
Scott has been registered as a financial advisor for 4 years.*
Sequent Planning, LLC
Futurity First Investment Group
Massmutual Life Insurance Co
Mml Investor Services LLC
New York Life Insurance Company
Nylife Securities LLC
Eagle Strategies LLC
*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 Scott Lambie 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
Oxford, FL
Omaha, NE
Omaha, NE
Suwanee, GA
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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