Brandon S Blankenship

9 Years of Experience

4 DisclosuresSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningInsurance PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners

Sequent Planning, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

74 advisors

Number of Clients

5,102 clients

Average Client Portfolio

$77K average

Assets Under Management

$394.7M

Fee Structure

Minimum Investment:None

Location

8420 West Dodge Road, Suite 110, Omaha, NE, 68114

Get directions

History

Regulatory History (4)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Financial

July 2017

Final

Judgment / Lien

November 2014

Judgment / Lien

October 2014

Judgment / Lien

October 2014

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Brandon is an insurance agent appointed with various companies since 2015, and owns Blankenship Financial Solutions LLC for insurance purposes. He also owns rental property and an online eBay store, dedicating minimal time to each, and works as an insurance agent for Futurity First Insurance Group.

Employment History

Current Registrations

Sequent Planning, LLC

February 2023 - Present · 3 yrs

Previous Registrations

Eagle Strategies LLC

February 2013 - December 2014 · 1 yr 10 mos

Metlife Securities INC.

September 2010 - December 2012 · 2 yrs 3 mos

Mutual of Omaha Investor Services, INC.

October 2007 - September 2010 · 2 yrs 11 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.