Leonardo Chantre
Leonardo Chantre is a registered investment advisor at Sequent Planning, LLC, based in Omaha, NE, with 4 years of industry experience. Leonardo 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
Get directionsHistory
Regulatory History (3)
Judgment / Lien
August 2021Financial
February 2020Financial
May 2017Other Business ActivitiesSells Insurance
Leonardo is an insurance agent selling life, health, and annuity products, dedicating about 10-20% of his time to this. He also works as a delivery driver for Door Dash and as a rideshare driver for Lyft and Uber, dedicating minimal time to each of those activities.
Employment History
Current Registrations
Sequent Planning, LLC
Previous Registrations
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
Nylife Securities LLCBroker
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.