Michael John Buckner
Investment adviser representative at Sequent Planning, LLC
11 yearsExperience
4 statesRegistered in
ChFC®Designation
$589.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Sequent Planning, LLCFeb 2022 to now
- Lafyaette Life Insurance CompanyAug 2015 to Jan 2022
Designations
- ChFC®
Exams passed
- Series 65 · Uniform Investment Adviser Law1991
- Series 63 · Uniform Securities Agent State Law2007
State registrations
Registered as an investment adviser representative in 4 states (IN, KY, LA, OH).
Sequent Planning, LLC
$589.5MAssets managed
6,015Clients
99Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2185642
- Firm CRD
- 160381