Brandon Blankenship
Brandon Blankenship is a registered investment advisor at Sequent Planning, LLC, based in Omaha, NE, with 10 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,102 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sequent Planning offers asset management services where they manage your investments. The annual advisory fee will never exceed 1.75%. The exact fee is negotiable based on factors such as the advisor, client type, and complexity of the situation. You may also incur additional charges from third parties, such as mutual fund expenses and custodian fees.
Location
8420 West Dodge Road, Suite 110, Omaha, NE, 68114
Get directionsHistory
Regulatory History (4)
Financial
July 2017Judgment / Lien
November 2014Judgment / Lien
October 2014Judgment / Lien
October 2014Other 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
Previous Registrations
Eagle Strategies LLC
Metlife Securities INC.
Mutual of Omaha Investor Services, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.