Peter
Keim

Sequent Planning, LLC

CRD#1226521
Investment Advisor
in Marietta, OH

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About this Advisor

Peter Keim is a financial advisor who works out of Marietta, Ohio with a total of 1 year of industry experience. Keim is an employee of Sequent Planning, LLC. Keim has gained experience at Dba -- Keim Financial Services, Lincoln Financial Securities Corp, Sequent Planning LLC, Futurity First Wealth Management and Concourse Financial Group Securities (Fka Proequities, Inc). Keim holds a Series 63 license, which qualifies them as a securities broker, and can operate in Ohio. Sequent Planning, LLC is a firm operating out of Omaha, NE. The firm has offices in 32 locations and a total of 86 advisors. It handles $248 million in total assets across its 3,117 accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 3,117 accounts, just 1% are held by high-net-worth clients who have greater than $1 million in investable assets. The business has 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 for financial advice typically depend on which services are offered. However, fee types charged by Sequent Planning, LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

219 Greene Street Suite 2
Marietta, OH 45750

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Sequent Planning, LLC Brokerage Details

Total Assets Under Management

$248,155,987

OH Average: $1,978,216,465
Total Number of Employees

86

OH Average: 226
Total Number of Accounts

3,117

OH Average: 7,467
Average Account Size

$79,614

OH Average: $264,928

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

Peter Keim Work History

Peter has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Sequent Planning LLC

2022 - Present (2 years)

Futurity First Wealth Management

2008 - Present (16 years)

Dba -- Keim Financial Services

2017 - 2021 (4 years)

Concourse Financial Group Securities (Fka Proequities, Inc)

2009 - 2017 (8 years)

Lincoln Financial Securities Corp

*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 Peter Keim 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

Aaron Shigley
Omaha, NE
Scott Lambie
Omaha, NE
Heather Franklin
Oxford, FL
Scott Aschoff
Omaha, NE
Jeffrey Riesberg
Omaha, NE
Blake Zinn
Omaha, NE
Daniel Malcolm
Lansing, MI

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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