Andrew Philip Carpenter
Investment adviser representative at Sequent Planning, LLC
10 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
10 years in the industry.
- Sequent Planning, LLCOct 2025 to now
- Senior Market SalesJan 2024 to now
- Peak Brokerage Services, LLCFeb 2024 to Dec 2025
- UnemployedOct 2023 to Jan 2024
- Hammers Construction, IncMay 2023 to Oct 2023
- Guardian Capital GroupJan 2022 to May 2023
- Pacific LifeMar 2016 to Jan 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2025
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
- 6116910
- Firm CRD
- 160381