Unclaimed Profile

Richard Bert Reed

SEQUENT PLANNING, LLC·OMAHA, Nebraska

SIE, Series 3, Series 4, Series 7, Series 24, Series 53, Series 63, Series 66Clean record17 years registeredSEQUENT PLANNING, LLC

8420 WEST DODGE ROAD, OMAHA, NE 68114CRD# 4611919Firm CRD# 160381

Profile Verification

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

Identity

Richard Bert Reed · OMAHA, NE

Registration

CRD #4611919 · SEQUENT PLANNING, LLC · 17 years registered

Brand Profile

Not yet started

Career History

FORTHRIGHT CAPITAL

Aug 2025 – present

SEQUENT PLANNING, LLC

Nov 2018 – Jun 2025

OMAHA, NE

BANCWEST INVESTMENT SERVICES, INC. (BWIS) AND BWIS D/B/A FHIS

Jul 2011 – Sep 2018

OMAHA, NE

SECURITIES AMERICA ADVISORS, INC.

Nov 2008 – Jul 2011

LA VISTA, NE

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 4

Series 7

Series 24

Series 53

Series 63

Series 66

Registration record

First registered · November 21, 2008

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

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 Richard Bert Reed offer?

Richard Bert Reed specializes in Financial Planning, Investment Management. Contact their office in OMAHA, Nebraska for a consultation.

What are Richard Bert Reed's credentials?

Richard Bert Reed is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard Bert Reed located?

Richard Bert Reed is based in OMAHA, Nebraska, working with SEQUENT PLANNING, LLC. Their office serves clients in the OMAHA metropolitan area and surrounding communities.

How does Richard Bert Reed charge for services?

Richard Bert Reed'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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