Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Collins is a registered Investment Advisor Representative with Sequent Planning, LLC. Christopher is also a licensed insurance agent. Christopher has been in the financial services industry since January 2010. Christopher has a Series 65 license. Christopher's firm, Sequent Planning, LLC, provides financial planning, pension consulting, educational seminars, portfolio management for individuals, and publication of periodicals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WI
10/21/2021 - Present
Sequent Planning, LLC (Hales Corners WI)
IA
Issued 09/28/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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