CS
CFP
CS
CFP

Christopher Sean Sullivan

39 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningInsurance PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
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
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Location

8420 West Dodge Road, Suite 110, Omaha, NE, 68114

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Christopher has been an insurance agent since 1986, offering insurance products and services to clients and prospects, dedicating about half of his time to this activity. He also serves as a volunteer President of a non-profit association, Discovery Bay Recreation & Sports, Inc., spending minimal time on this.

Employment History
Current Registrations
Sequent Planning, LLC
February 2024 - Present · 2 yrs
Previous Registrations
Mutual of Omaha Investor Services, INC.
May 2011 - December 2023 · 12 yrs 7 mos
Mutual of Omaha Investor Services, INC.Broker
September 2004 - December 2023 · 19 yrs 3 mos
Bcg Securities, INC.Broker
November 2002 - June 2004 · 1 yr 7 mos
Mutual of Omaha Investor Services, INC.Broker
March 1995 - December 2002 · 7 yrs 9 mos
Pruco Securities CorporationBroker
May 1986 - December 1994 · 8 yrs 7 mos
Freeman Financial Services CorporationBroker
November 1985 - March 1986 · 4 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.