Omar I Baadarani
Investment adviser representative at Sequent Planning, LLC
16 yearsExperience
2 statesRegistered in
$589.5MFirm assets
8 yearsFirm in business
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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
16 years in the industry.
- Sequent Planning, LLCMay 2025 to now
- UnemployedApr 2024 to May 2025
- Bank of America, N.ASep 2012 to Mar 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2010 to Mar 2024
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (MI, NY).
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
- 5749488
- Firm CRD
- 160381