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Chelsea Kiehler

Sequent Planning, LLC

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About Chelsea Kiehler

Chelsea Kiehler is a financial advisor with Sequent Planning, LLC, based in Suwanee, Georgia. Chelsea has been in the industry since 2009 and is registered with the state of Georgia. Chelsea has experience in portfolio management for individuals and financial planning. She is also a registered representative for Merrill Lynch, Pierce, Fenner & Smith Incorporated, and holds Series 7, 31 and 66 licenses.

Firm Information

Chelsea Kiehler 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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Chelsea Kiehler’s Registration & Firm History

GA

03/17/2023 - Present

Sequent Planning, LLC (SUWANEE GA)

GA

06/15/2012 - 03/21/2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALPHARETTA GA)

MI

10/27/2009 - 07/13/2012

MORGAN STANLEY SMITH BARNEY (TROY MI)

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Licenses & Designations

BOTH

Issued 11/19/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/10/2009

Series 31 - Futures Managed Funds Examination

BC

Issued 10/26/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Chelsea Kiehler.
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