Unclaimed Profile

Michael Douglas Chochon

SEQUENT PLANNING, LLC·OMAHA, Nebraska

Series 4, Series 7, Series 24, Series 27, Series 659 years registeredSEQUENT PLANNING, LLC

8420 WEST DODGE ROAD, OMAHA, NE 68114CRD# 3203736Firm CRD# 160381

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Douglas Chochon · OMAHA, NE

Registration

CRD #3203736 · SEQUENT PLANNING, LLC · 9 years registered

Brand Profile

Not yet started

Career History

ADAPTIVE ADVICE, LLC

Dec 2025 – present

SEQUENT PLANNING, LLC

May 2017 – Aug 2025

OMAHA, NE

Registrations & Exams

FINRA examinations passed

Series 4

Series 7

Series 24

Series 27

Series 65

Registration record

First registered · May 11, 2017

Years registered · 9

Disclosure History

2017Financial·Final

2016Financial·Final

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

SEQUENT PLANNING, LLC

CRD 160381 · SEC 801-113971

AUM

$373M

Regulatory assets under management

Employees

4,279 client accounts

Services offered by SEQUENT PLANNING, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SEQUENT PLANNING, LLC →

Introduction

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Frequently Asked Questions

What services does Michael Douglas Chochon offer?

Michael Douglas Chochon specializes in Financial Planning, Investment Management. Contact their office in OMAHA, Nebraska for a consultation.

What are Michael Douglas Chochon's credentials?

Michael Douglas Chochon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Douglas Chochon located?

Michael Douglas Chochon is based in OMAHA, Nebraska, working with SEQUENT PLANNING, LLC. Their office serves clients in the OMAHA metropolitan area and surrounding communities.

How does Michael Douglas Chochon charge for services?

Michael Douglas Chochon's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SEQUENT PLANNING, LLC?

SEQUENT PLANNING, LLC has approximately 80 employees and manages $373M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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