SEQUENT PLANNING, LLC
CRD #160381 SEC #801-113971 OMAHA, NE 402-953-3544
SEC Registered
Total AUM
$394.7M
Discretionary
$394.7M
Employees
91
Clients
25
Accounts
5,102
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Nebraska
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 20, 2025
- Branch Offices
- 21
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Butler, Andrea | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Butler, Andrea | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CHOCHON, MICHAEL, DOUGLAS | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CHOCHON, MICHAEL, DOUGLAS | I | VICE PRESIDENT | NA | Control |
| CHOCHON, MICHAEL, DOUGLAS | I | VICE PRESIDENT | NA | Control |
| CHOCHON, MICHAEL, DOUGLAS | I | VICE PRESIDENT | NA | Control |
| CHOCHON, MICHAEL, DOUGLAS | I | VICE PRESIDENT | NA | Control |
| CHOCHON, MICHAEL, DOUGLAS | I | VICE PRESIDENT | NA | Control |
| CHOCHON, MICHAEL, DOUGLAS | I | VICE PRESIDENT | NA | Control |
| CHOCHON, MICHAEL, DOUGLAS | I | VICE PRESIDENT | NA | Control |
| CHOCHON, MICHAEL, DOUGLAS | I | VICE PRESIDENT | NA | Control |
| CHOCHON, MICHAEL, DOUGLAS | I | VICE PRESIDENT | NA | Control |
| CHOCHON, MICHAEL, DOUGLAS | I | VICE PRESIDENT | NA | Control |
| CHOCHON, MICHAEL, DOUGLAS | I | VICE PRESIDENT | NA | Control |
| CHOCHON, MICHAEL, DOUGLAS | I | VICE PRESIDENT | NA | Control |
| CHOCHON, MICHAEL, DOUGLAS | I | VICE PRESIDENT | NA | Control |
| CHOCHON, MICHAEL, DOUGLAS | I | VICE PRESIDENT | NA | Control |
| CHOCHON, MICHAEL, DOUGLAS | I | VICE PRESIDENT | NA | Control |
| CHOCHON, MICHAEL, DOUGLAS | I | VICE PRESIDENT | NA | Control |
| CHOCHON, MICHAEL, DOUGLAS | I | VICE PRESIDENT | NA | Control |
| CHOCHON, MICHAEL, DOUGLAS | I | VICE PRESIDENT | NA | Control |
| CHOCHON, MICHAEL, DOUGLAS | I | VICE PRESIDENT | NA | Control |
| CHOCHON, MICHAEL, DOUGLAS | I | VICE PRESIDENT | NA | Control |
| CHOCHON, MICHAEL, DOUGLAS | I | VICE PRESIDENT | NA | Control |
| CHOCHON, MICHAEL, DOUGLAS | I | VICE PRESIDENT | NA | Control |
| CHOCHON, MICHAEL, DOUGLAS | I | VICE PRESIDENT | NA | Control |
| CHOCHON, MICHAEL, DOUGLAS | I | VICE PRESIDENT | NA | Control |
| CHOCHON, MICHAEL, DOUGLAS | I | VICE PRESIDENT | NA | Control |
| KIEHLER, CHELSEA | I | VICE PRESIDENT | NA | Control |
| KIEHLER, CHELSEA | I | VICE PRESIDENT | NA | Control |
| KIEHLER, CHELSEA | I | VICE PRESIDENT | NA | Control |
| KIEHLER, CHELSEA | I | INTERIM CHIEF COMPLIANCE OFFICER | NA | Control |
| KIEHLER, CHELSEA | I | VICE PRESIDENT | NA | Control |
| KIEHLER, CHELSEA | I | MANAGING PRINCIPAL | NA | Control |
| REED, RICHARD, BERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REED, RICHARD, BERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REED, RICHARD, BERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REED, RICHARD, BERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REED, RICHARD, BERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REED, RICHARD, BERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REED, RICHARD, BERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REED, RICHARD, BERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REED, RICHARD, BERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REED, RICHARD, BERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REED, RICHARD, BERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REED, RICHARD, BERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REED, RICHARD, BERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REED, RICHARD, BERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REED, RICHARD, BERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REED, RICHARD, BERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REED, RICHARD, BERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REED, RICHARD, BERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REED, RICHARD, BERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REED, RICHARD, BERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REED, RICHARD, BERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REED, RICHARD, BERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REED, RICHARD, BERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SENIOR MARKET SALES, INC. | DE | OWNER | E | Control |
| SENIOR MARKET SALES, INC. | DE | OWNER | E | Control |
| SENIOR MARKET SALES, INC. | DE | OWNER | E | Control |
| SENIOR MARKET SALES, INC. | DE | OWNER | E | Control |
| SENIOR MARKET SALES, INC. | DE | OWNER | E | Control |
| SENIOR MARKET SALES, INC. | DE | OWNER | E | Control |
| SENIOR MARKET SALES, INC. | DE | OWNER | E | Control |
| SENIOR MARKET SALES, INC. | DE | OWNER | E | Control |
| SENIOR MARKET SALES, INC. | DE | OWNER | E | Control |
| SENIOR MARKET SALES, INC. | DE | OWNER | E | Control |
| SENIOR MARKET SALES, INC. | DE | OWNER | E | Control |
| SENIOR MARKET SALES, INC. | DE | OWNER | E | Control |
| SENIOR MARKET SALES, INC. | DE | OWNER | E | Control |
| SENIOR MARKET SALES, INC. | DE | OWNER | E | Control |
| SENIOR MARKET SALES, INC. | DE | OWNER | E | Control |
| SENIOR MARKET SALES, INC. | DE | OWNER | E | Control |
| SENIOR MARKET SALES, INC. | DE | OWNER | E | Control |
| SENIOR MARKET SALES, INC. | DE | OWNER | E | Control |
| SENIOR MARKET SALES, INC. | DE | OWNER | E | Control |
| SENIOR MARKET SALES, INC. | DE | OWNER | E | Control |
| SENIOR MARKET SALES, INC. | DE | OWNER | E | Control |
| SENIOR MARKET SALES, INC. | DE | OWNER | E | Control |
| SENIOR MARKET SALES, INC. | DE | OWNER | E | Control |
| SENIOR MARKET SALES, INC. | DE | OWNER | E | Control |
| SENIOR MARKET SALES, INC. | DE | OWNER | E | Control |
| SENIOR MARKET SALES, INC. | DE | OWNER | E | Control |
| SENIOR MARKET SALES, INC. | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| KLEINBERG, MILTON | I | SENIOR MARKET SALES, INC. | F | Control |
| KLEINBERG, MILTON | I | SENIOR MARKET SALES, INC. | F | Control |
| ALLIANT HOLDINGS INTERMEDIATE, INC. | DE | ALLIANT INSURANCE SERVICES, INC. | E | Control |
| ALLIANT HOLDINGS INTERMEDIATE, INC. | DE | ALLIANT INSURANCE SERVICES, INC. | E | Control |
| ALLIANT HOLDINGS INTERMEDIATE, INC. | DE | ALLIANT INSURANCE SERVICES, INC. | E | Control |
| ALLIANT HOLDINGS INTERMEDIATE, INC. | DE | ALLIANT INSURANCE SERVICES, INC. | E | Control |
| ALLIANT HOLDINGS INTERMEDIATE, INC. | DE | ALLIANT INSURANCE SERVICES, INC. | E | Control |
| ALLIANT HOLDINGS INTERMEDIATE, INC. | DE | ALLIANT INSURANCE SERVICES, INC. | E | Control |
| ALLIANT HOLDINGS INTERMEDIATE, INC. | DE | ALLIANT INSURANCE SERVICES, INC. | E | Control |
| ALLIANT HOLDINGS INTERMEDIATE, INC. | DE | ALLIANT INSURANCE SERVICES, INC. | E | Control |
| ALLIANT HOLDINGS INTERMEDIATE, INC. | DE | ALLIANT INSURANCE SERVICES, INC. | E | Control |
| ALLIANT HOLDINGS INTERMEDIATE, LLC | DE | ALLIANT HOLDINGS INTERMEDIATE, INC. | E | Control |
| ALLIANT HOLDINGS INTERMEDIATE, LLC | DE | ALLIANT HOLDINGS INTERMEDIATE, INC. | E | Control |
| ALLIANT HOLDINGS INTERMEDIATE, LLC | DE | ALLIANT HOLDINGS INTERMEDIATE, INC. | E | Control |
| ALLIANT HOLDINGS INTERMEDIATE, LLC | DE | ALLIANT HOLDINGS INTERMEDIATE, INC. | E | Control |
| ALLIANT HOLDINGS INTERMEDIATE, LLC | DE | ALLIANT HOLDINGS INTERMEDIATE, INC. | E | Control |
| ALLIANT HOLDINGS INTERMEDIATE, LLC | DE | ALLIANT HOLDINGS INTERMEDIATE, INC. | E | Control |
| ALLIANT HOLDINGS INTERMEDIATE, LLC | DE | ALLIANT HOLDINGS INTERMEDIATE, INC. | E | Control |
| ALLIANT HOLDINGS INTERMEDIATE, LLC | DE | ALLIANT HOLDINGS INTERMEDIATE, INC. | E | Control |
| ALLIANT HOLDINGS INTERMEDIATE, LLC | DE | ALLIANT HOLDINGS INTERMEDIATE, INC. | E | Control |
| ALLIANT HOLDINGS, L.P. | DE | ALLIANT SERVICES, INC. | E | Control |
| ALLIANT HOLDINGS, L.P. | DE | ALLIANT SERVICES, INC. | E | Control |
| ALLIANT HOLDINGS, L.P. | DE | ALLIANT SERVICES, INC. | E | Control |
| ALLIANT HOLDINGS, L.P. | DE | ALLIANT SERVICES, INC. | E | Control |
| ALLIANT HOLDINGS, L.P. | DE | ALLIANT SERVICES, INC. | E | Control |
| ALLIANT HOLDINGS, L.P. | DE | ALLIANT SERVICES, INC. | E | Control |
| ALLIANT HOLDINGS, L.P. | DE | ALLIANT SERVICES, INC. | E | Control |
| ALLIANT HOLDINGS, L.P. | DE | ALLIANT SERVICES, INC. | E | Control |
| ALLIANT HOLDINGS, L.P. | DE | ALLIANT SERVICES, INC. | E | Control |
| ALLIANT INSURANCE SERVICES, INC. | DE | SENIOR MARKET SALES, INC. | E | Control |
| ALLIANT INSURANCE SERVICES, INC. | DE | SENIOR MARKET SALES, INC. | E | Control |
| ALLIANT INSURANCE SERVICES, INC. | DE | SENIOR MARKET SALES, INC. | E | Control |
| ALLIANT INSURANCE SERVICES, INC. | DE | SENIOR MARKET SALES, INC. | E | Control |
| ALLIANT INSURANCE SERVICES, INC. | DE | SENIOR MARKET SALES, INC. | E | Control |
| ALLIANT INSURANCE SERVICES, INC. | DE | SENIOR MARKET SALES, INC. | E | Control |
| ALLIANT INSURANCE SERVICES, INC. | DE | SENIOR MARKET SALES, INC. | E | Control |
| ALLIANT INSURANCE SERVICES, INC. | DE | SENIOR MARKET SALES, INC. | E | Control |
| ALLIANT INSURANCE SERVICES, INC. | DE | SENIOR MARKET SALES, INC. | E | Control |
| ALLIANT SERVICES, INC. | DE | ALLIANT HOLDINGS INTERMEDIATE, LLC | E | Control |
| ALLIANT SERVICES, INC. | DE | ALLIANT HOLDINGS INTERMEDIATE, LLC | E | Control |
| ALLIANT SERVICES, INC. | DE | ALLIANT HOLDINGS INTERMEDIATE, LLC | E | Control |
| ALLIANT SERVICES, INC. | DE | ALLIANT HOLDINGS INTERMEDIATE, LLC | E | Control |
| ALLIANT SERVICES, INC. | DE | ALLIANT HOLDINGS INTERMEDIATE, LLC | E | Control |
| ALLIANT SERVICES, INC. | DE | ALLIANT HOLDINGS INTERMEDIATE, LLC | E | Control |
| ALLIANT SERVICES, INC. | DE | ALLIANT HOLDINGS INTERMEDIATE, LLC | E | Control |
| ALLIANT SERVICES, INC. | DE | ALLIANT HOLDINGS INTERMEDIATE, LLC | E | Control |
| ALLIANT SERVICES, INC. | DE | ALLIANT HOLDINGS INTERMEDIATE, LLC | E | Control |
| KLEINBERG, MILTON | I | SENIOR MARKET SALES, INC. | E | Control |
| KLEINBERG, MILTON | I | SENIOR MARKET SALES, INC. | E | Control |
| KLEINBERG, MILTON | I | SENIOR MARKET SALES, INC. | E | Control |
| KLEINBERG, MILTON | I | SENIOR MARKET SALES, INC. | E | Control |
| KLEINBERG, MILTON | I | SENIOR MARKET SALES, INC. | E | Control |
| KLEINBERG, MILTON | I | SENIOR MARKET SALES, INC. | E | Control |
| KLEINBERG, MILTON | I | SENIOR MARKET SALES, INC. | E | Control |
| KLEINBERG, MILTON | I | SENIOR MARKET SALES, INC. | E | Control |
| KLEINBERG, MILTON | I | SENIOR MARKET SALES, INC. | E | Control |
| KLEINBERG, MILTON | I | SENIOR MARKET SALES, INC. | E | Control |
| KLEINBERG, MILTON | I | SENIOR MARKET SALES, INC. | E | Control |
| KLEINBERG, MILTON | I | SENIOR MARKET SALES, INC. | E | Control |
Registrations
Federal
IA
Aug 20, 2025 REGISTERED
Notice Filings (39)
AL AZ CA CO CT FL GA HI IA ID IL IN KS KY LA MA MD MI MN MO MS MT NC NE NJ NM NV NY OH OK OR PA SC TN TX UT VA WA WI
Address
8420 WEST DODGE ROADSUITE 110
OMAHA, NE 68114
United States
Phone: 402-953-3544