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Mitchell Woods

Sequent Planning, LLC

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About Mitchell Woods

Mitchell Woods is an investment advisor representative at Sequent Planning, LLC. Mitchell Woods has been a registered investment advisor representative since 2016. Mitchell Woods has experience in various financial services industries, including insurance, real estate, and telecommunications. Mitchell Woods has also worked with a variety of clients, including high-net-worth individuals and individuals other than high-net-worth. Mitchell Woods is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.

Firm Information

Mitchell Woods 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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Mitchell Woods’s Registration & Firm History

NE

01/27/2022 - Present

Sequent Planning, LLC (OMAHA NE)

PA

10/07/2019 - 02/26/2020

AXA ADVISORS, LLC (PITTSBURGH PA)

PA

11/29/2016 - 07/30/2019

EDWARD JONES (OAKMONT PA)

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Licenses & Designations

BOTH

Issued 12/17/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/29/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mitchell Woods.
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