Blake L Zinn
Investment adviser representative at Sequent Planning, LLC
14 yearsExperience
1 stateRegistered 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
14 years in the industry.
- Sequent Planning, LLCJun 2020 to now
- Securities America, Inc.Oct 2018 to Apr 2020
- Northwestern Mutual Wealth Management Co.Aug 2017 to Oct 2018
- Northwestern Mutual Investment Services, LLCFeb 2013 to Oct 2018
- Northwestern Mutual Life Insurance CompanySep 2012 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (NE).
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
- 6106735
- Firm CRD
- 160381