Renee
Radtke
Sequent Planning, LLC
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About this Advisor
Renee Radtke is a financial advisor based in Rothschild, Wisconsin, working with Sequent Planning, LLC. Renee has previously held positions at Hermening Financial Group, First Allied Securities, Inc, Futurity First Insurance Group, Securities America, Inc, Woodbury Financial Services Inc, Mary Kay, Inc, Elite Retirement Group, Inc, Marathon Bank, Peoplelink Staffing Solutions, Sequent Planning, LLC, Marathon Parks And Recreation, and Drach Elder Law Center. Renee has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Wisconsin. Currently, Renee is part of Sequent Planning, LLC, which operates out of Rothschild, Wisconsin. The firm has 32 offices and 80 employees. The firm manages assets totaling $373.4 million and serves a variety of clients, including high-net-worth individuals. 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
Renee Radtke Work History
Peoplelink Staffing Solutions
Sequent Planning, LLC
Mary Kay, Inc
Futurity First Insurance Group
Woodbury Financial Services Inc
Elite Retirement Group, Inc
Securities America, Inc
Marathon Bank
Marathon Parks And Recreation
Drach Elder Law Center
Hermening Financial Group
First Allied Securities, Inc
Disclosures
Please visit the SEC profile of Renee Radtke to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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