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Gina Faye Martin

Sequent Planning, LLC

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About Gina Faye Martin

Gina Faye Martin is a registered Investment Advisor Representative in Illinois. Gina has been in the financial industry since 2012, having previously worked with Cambridge Investment Research, Inc., Farmers Financial Solutions, LLC, and MetLife Securities Inc. Gina is currently working as an Investment Advisor Representative for Sequent Planning, LLC, where she is licensed to provide financial planning services. Gina is also licensed to provide investment advice and services to high-net-worth individuals, as well as individuals other than high-net-worth individuals. Gina has a strong commitment to providing personalized financial planning services to her clients and helping them achieve their financial goals.

Firm Information

Gina Martin 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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Gina Martin’s Registration & Firm History

IL

07/18/2023 - Present

Sequent Planning, LLC (GALESBURG IL)

IL

10/13/2021 - 07/26/2023

CAMBRIDGE INVESTMENT RESEARCH, INC. (Galesburg IL)

IL

03/31/2015 - 10/04/2021

FARMERS FINANCIAL SOLUTIONS, LLC (GALESBURG IL)

IL

12/14/2012 - 03/03/2015

METLIFE SECURITIES INC. (GALESBURG IL)

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Licenses & Designations

IA

Issued 02/13/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/19/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/13/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gina Faye Martin.
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