Blake L Zinn

11 Years of Experience

1 DisclosureSells 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

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History

Regulatory History (1)

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Employment Separation After Allegations

March 2020

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Other Business ActivitiesSells Insurance

Blake is the Board President of Auburn Country Club, a non-profit, spending minimal time on this activity. Blake is also an insurance agent since 2018, providing insurance products and services to clients and prospects, taking about a quarter of his time.

Employment History

Current Registrations

Sequent Planning, LLC

August 2020 - Present · 5 yrs 6 mos

Previous Registrations

Securities America, INC.Broker

October 2018 - April 2020 · 1 yr 6 mos

Northwestern Mutual Investment Services, LLCBroker

May 2014 - October 2018 · 4 yrs 5 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.