Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Martin Taylor is a registered investment advisor representative with Sequent Planning, LLC. Jack is based in Wichita, Kansas, and offers financial planning and investment advisory services to individuals and families. Jack has experience in insurance and is licensed to sell insurance products. Before joining Sequent Planning, LLC, Jack worked at several other companies, including Tabor College, Fine Lines Wichita, and DoorDash. Jack earned a degree from Tabor College and is committed to providing excellent service to their clients.
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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NE
01/21/2025 - Present
Sequent Planning, LLC (OMAHA NE)
Active
Inactive
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