Blake Zinn is a registered investment advisor at Sequent Planning, LLC, based in Omaha, NE, with 11 years of industry experience. Blake 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
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Regulatory History (1)
Employment Separation After Allegations
March 2020Other 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
Previous Registrations
Securities America, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
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.