Michael Ohlemacher
Michael Ohlemacher is a registered investment advisor at Sequent Planning, LLC, based in Omaha, NE, with 15 years of industry experience. Michael 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)
Regulatory
July 2022Other Business ActivitiesSells Insurance
Michael owns several businesses including Ohlemacher Investments LLC, Ohlemacher Investments II LLC, Ohlemacher Investments III, and Arlington Farm LLC. He is also an insurance agent since 2009 and an advisor for Michael Olemacher, spending about a quarter of his time on the advisor role.
Employment History
Current Registrations
Sequent Planning, LLC
Previous Registrations
Peak Brokerage Services, LLCBroker
W&s Brokerage Services, INC.
W&s Brokerage Services, INC.Broker
State Registrations3 states
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.