Brandon Chase Borganelli

3 Years of Experience

Sells Insurance

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningInsurance PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners

Sequent Planning, LLC

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

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.

Other Business ActivitiesSells Insurance

Brandon is involved with Real Solutions, offering insurance and Medicare products, and also works as an insurance agent. Both activities started in 2024 and each takes nearly full-time hours.

Employment History

Current Registrations

Sequent Planning, LLC

September 2024 - Present · 1 yr 5 mos

Previous Registrations

Gradient Advisors, LLC

March 2022 - September 2024 · 2 yrs 6 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.