Raymond Benjamin Knezek
Investment adviser representative at Sequent Planning, LLC
11 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
11 years in the industry.
- Sequent Planning, LLCJul 2025 to now
- Futurity First Insurance GroupJul 2025 to now
- Casa Del PuebloMay 2025 to Jul 2025
- UnemployedApr 2025 to May 2025
- Awm Financial Services Inc.Jan 2024 to Mar 2025
- UnemployedNov 2023 to Dec 2023
- Edelman Financial EnginesOct 2023 to Nov 2023
- UnemployedOct 2022 to Sep 2023
- J.P. Morgan Securities LLCDec 2019 to Sep 2022
- JPMorgan Chase Bank, N.A.Dec 2019 to Sep 2022
- Pfsi Investments Inc.Jun 2018 to Nov 2019
- Primerica Financial ServicesJun 2016 to Nov 2019
- Lone Star Community CollegeAug 2014 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 6966715
- Firm CRD
- 160381