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Todd Travaille

Sequent Planning, LLC

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About Todd Travaille

Todd Travaille is a registered investment advisor representative with Sequent Planning, LLC, in Omaha, Nebraska. Todd specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals. Todd has over 20 years of experience in the financial services industry and holds Series 63, 66, and 7TO licenses. Prior to joining Sequent Planning, LLC, Todd was a registered representative with LPL Financial LLC and J.P. Morgan Securities LLC. Todd is also a licensed insurance agent.

Firm Information

Todd Travaille 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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Todd Travaille’s Registration & Firm History

NE

10/05/2023 - Present

Sequent Planning, LLC (OMAHA NE)

NE

04/14/2022 - 03/28/2023

LPL FINANCIAL LLC (OMAHA NE)

NE

03/10/2021 - 03/28/2022

J.P. MORGAN SECURITIES LLC (Omaha NE)

NE

11/03/2020 - 01/26/2021

TD AMERITRADE, INC. (OMAHA NE)

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Licenses & Designations

BOTH

Issued 06/09/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/11/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/03/2020

Series 7TO - General Securities Representative Examination

BC

Issued 09/09/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Todd Travaille.
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