Chelsea Kiehler
Investment adviser representative at Sequent Planning, LLC
14 yearsExperience
5 statesRegistered in
CFADesignation
$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
14 years in the industry.
- Sequent Planning, LLCMar 2023 to now
- Senior Market SalesMar 2023 to now
- Bank of America, N.A.Aug 2012 to Mar 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2012 to Mar 2023
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 5 states (AL, GA, IA, MD, MS).
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
- 5711646
- Firm CRD
- 160381