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Blake L Zinn

Sequent Planning, LLC

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About Blake L Zinn

Blake L. Zinn is a financial advisor with Sequent Planning, LLC in Omaha, NE. Blake has been in the financial services industry since 2012. Blake is licensed to provide investment advice in Nebraska. Prior to Sequent Planning, Blake has worked for Securities America, Inc. and Northwestern Mutual Investment Services, LLC. Blake is a registered Investment Advisor Representative and has passed the Series 6, Series 63 and Series 65 exams. Blake specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals.

Firm Information

Blake Zinn is currently registered with Sequent Planning, LLC. Sequent Planning, LLC is an investment advisor based in Omaha, NE. The firm provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals. Sequent Planning manages approximately $373,438,734 in discretionary assets for 4,279 clients.
Sequent Planning, LLC

8420 WEST DODGE ROAD

OMAHA, NE 68114

$373.44M

Assets Under Management

49

Total Clients

66

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Blake Zinn’s Registration & Firm History

NE

08/06/2020 - Present

Sequent Planning, LLC (OMAHA NE)

NE

10/26/2018 - 04/02/2020

SECURITIES AMERICA, INC. (BROCK NE)

NE

05/30/2014 - 10/19/2018

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Omaha NE)

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Licenses & Designations

IA

Issued 05/16/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/21/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/30/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Blake L Zinn. Review regulatory record here.
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