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Michael Ohlemacher

Sequent Planning, LLC
16 Years of Experience
Maumee, OH
1 DisclosureSells Insurance
View SEC Summary
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Michael Ohlemacher is a registered investment advisor at Sequent Planning, LLC, based in Maumee, OH, with 16 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 6,015 clients with $590M in assets under management.

Sequent Planning, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
100 advisors
Number of Clients
6,015 clients
Average Client Portfolio
$98K average
Assets Under Management
$589.5M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Sequent Planning sets an annual fee cap of 1.75%. Individual investment adviser representatives have discretion to set fees within this limit, and fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

415 Conant St., Maumee, OH, 43537

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History

Regulatory History (1)
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Regulatory
July 2022
Final
View Full SEC ReportHow to Read Disclosures
Other 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
February 2021 - Present · 5 yrs 8 mos
Previous Registrations
Peak Brokerage Services, LLCBroker
October 2023 - September 2025 · 1 yr 11 mos
W&s Brokerage Services, INC.
September 2018 - February 2021 · 2 yrs 5 mos
W&s Brokerage Services, INC.Broker
April 2010 - February 2021 · 10 yrs 10 mos
State Registrations3 states
MIOHTX
Advisor

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.

Exams
No exam information available for this advisor.
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