Bruce
Morrow
Sequent Planning, LLC
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About this Advisor
Bruce Morrow is a certified financial planner who works out of Saratoga Springs, New York with a total of 2 years of relevant experience. Morrow is an employee of Sequent Planning, LLC. Over the course of their career, they have held roles at Adirondack Trading Group LLC, Blue Chip Financial Group and Sequent Planning, LLC D/B/A Elevus. Morrow has a Series 63 license, qualifying them as a securities broker, and can work in New York. Sequent Planning, LLC is a financial advisory firm operating out of Omaha, NE. The company has offices in 32 locations and a total of 86 employees. It handles $248 million in assets between its 3,117 customer accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 3,117 client accounts, just 1% are held by high-net-worth investors who have at least $1 million in assets. Sequent Planning, LLC provides a number 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 typically are based on which services are provided. However, 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
Bruce Morrow Work History
Bruce has been registered as a financial advisor for 2 years.*
Sequent Planning, LLC D/B/A Elevus
Blue Chip Financial Group
Adirondack Trading Group 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 Bruce Morrow 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
Oxford, FL
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Appleton, WI
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
