Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Ohlemacher is a financial advisor with Sequent Planning, LLC, a registered investment advisor firm. Michael has been in the financial services industry since 2010 and has worked with clients in both Indiana and Ohio. He holds Series 6, 63, and 6TO licenses and is a Registered Representative of Sequent Planning, LLC. Michael is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Michael provides financial planning, educational seminars, and portfolio management services to individuals and families. He also offers pension consulting. Michael is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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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2
NE
02/23/2021 - Present
Sequent Planning, LLC (OMAHA NE)
OH
04/16/2010 - 02/08/2021
W&S BROKERAGE SERVICES, INC. (MAUMEE OH)
BC
Issued 05/07/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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