Blake Zinn
Blake Zinn is a registered investment advisor at Sequent Planning, LLC, based in Brock, NE, with 11 years of industry experience. Blake 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
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
Location
Brock, NE
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
March 2020Other Business ActivitiesSells Insurance
Blake is the Board President of Auburn Country Club, a non-profit, spending minimal time on this activity. Blake is also an insurance agent since 2018, providing insurance products and services to clients and prospects, taking about a quarter of his time.
Employment History
Current Registrations
Sequent Planning, LLC
Previous Registrations
Securities America, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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.