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Sandra Lois Ziglar

Sequent Planning, LLC

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About Sandra Lois Ziglar

Sandra Lois Ziglar is an Investment Advisor Representative at Sequent Planning, LLC. Sandra is a highly experienced professional with a strong background in financial services, holding licenses in both North Carolina and Nebraska. Sandra specializes in providing financial planning and investment management services to individuals, high-net-worth individuals, and businesses. Sandra has a proven track record of success in helping clients achieve their financial goals.

Firm Information

Sandra Ziglar 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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Sandra Ziglar’s Registration & Firm History

NC

04/07/2023 - Present

Sequent Planning, LLC (RALEIGH NC)

NC

06/01/2009 - 04/04/2023

LINCOLN FINANCIAL SECURITIES CORPORATION (RALEIGH NC)

NC

01/21/1998 - 06/04/2009

MML INVESTORS SERVICES, INC. (RALEIGH NC)

NY

08/20/1997 - 01/15/1998

EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)

NY

08/20/1997 - 01/15/1998

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

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Licenses & Designations

IA

Issued 05/17/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/19/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/18/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sandra Lois Ziglar.
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