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Renee Celeste Radtke

Sequent Planning, LLC

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About Renee Celeste Radtke

Renee Celeste Radtke is a financial advisor who is currently registered with Sequent Planning, LLC. Renee is a licensed Investment Advisor Representative. Prior to joining Sequent Planning, LLC, Renee has also worked with Woodbury Financial Services, Inc., Securities America, Inc., First Allied Securities, Inc., The O.N. Equity Sales Company, Raymond James Financial Services, Inc., and U.S. Bancorp Investments, Inc. Renee has experience providing financial planning services, educational seminars, and portfolio management for individuals and businesses. Renee is also an insurance agent for Futurity First Insurance Group and a beauty consultant for Mary Kay, Inc.

Firm Information

Renee Radtke 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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Renee Radtke’s Registration & Firm History

WI

09/29/2023 - Present

Sequent Planning, LLC (ROTHSCHILD WI)

WI

03/03/2022 - 04/14/2022

WOODBURY FINANCIAL SERVICES, INC. (WAUSAU WI)

WI

01/28/2020 - 07/31/2020

SECURITIES AMERICA, INC. (ROTHSCHILD WI)

WI

03/17/2014 - 02/12/2018

FIRST ALLIED SECURITIES, INC. (WAUSAU WI)

WI

08/02/2011 - 04/09/2012

THE O.N. EQUITY SALES COMPANY (SCHOFIELD WI)

WI

02/25/2010 - 05/12/2011

RAYMOND JAMES FINANCIAL SERVICES, INC. (ROTHSCHILD WI)

WI

08/23/2007 - 02/12/2010

U.S. BANCORP INVESTMENTS, INC. (WAUSAU WI)

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Licenses & Designations

IA

Issued 08/29/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/18/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/12/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/22/2010

Series 7 - General Securities Representative Examination

BC

Issued 08/22/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Renee Celeste Radtke.
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