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Stephen Morrell Foster

Sequent Planning, LLC

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About Stephen Morrell Foster

Stephen Foster is an investment advisor representative at Sequent Planning, LLC. Stephen Foster has over 20 years of experience in the financial services industry. Stephen Foster has also worked with Sunset Financial Services, Inc. and Securities America, Inc. Stephen Foster is registered with the state of Kansas. Stephen Foster is a Registered Representative and Investment Advisor Representative and holds the Series 6, 7, 63, 66, and SIE securities licenses. Stephen Foster offers various financial planning services, such as portfolio management, financial planning, and pension consulting.

Firm Information

Stephen Foster 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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Stephen Foster’s Registration & Firm History

NE

01/08/2024 - Present

Sequent Planning, LLC (OMAHA NE)

KS

01/22/2015 - 11/30/2023

SECURITIES AMERICA, INC. (PRAIRIE VILLAGE KS)

MO

12/07/1999 - 12/03/2014

SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)

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Licenses & Designations

BOTH

Issued 12/20/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/17/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/12/2000

Series 7 - General Securities Representative Examination

BC

Issued 12/06/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen Morrell Foster.
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