linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Brandon S Blankenship

Sequent Planning, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Brandon? Claim Your Profile

About Brandon S Blankenship

Brandon Blankenship is a financial professional with over 15 years of experience in the industry. Brandon is currently registered with Sequent Planning, LLC, and is a registered investment advisor in Virginia. Brandon's areas of expertise include financial planning, pension consulting, and portfolio management for individuals.

Firm Information

Brandon Blankenship 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Brandon Blankenship’s Registration & Firm History

NE

02/01/2023 - Present

Sequent Planning, LLC (OMAHA NE)

VA

01/31/2013 - 12/10/2014

NYLIFE SECURITIES LLC (ROCKY MOUNT VA)

VA

08/25/2010 - 12/19/2012

METLIFE SECURITIES INC. (ROANOKE VA)

VA

03/06/2006 - 09/01/2010

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (ROANOKE VA)

NE

09/05/2005 - 02/28/2006

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)

Not sure if Brandon S Blankenship is right for you?

Licenses & Designations

IA

Issued 09/23/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/16/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/10/2014

SIE - Securities Industry Essentials Examination

BC

Issued 02/16/2011

Series 7 - General Securities Representative Examination

BC

Issued 09/02/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 4 public disclosures for Brandon S Blankenship. Review regulatory record here.
Not sure if Brandon S Blankenship is right for you?