Paul Groeschel-johnson

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

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

23 years in the industry.

1. Sequent Planning, LLCAug 2026 to now
2. Creativeone Wealth, LLCJan 2025 to now
3. Stratton & CompanyJan 2024 to now
4. Principal Securities IncSep 2023 to Jan 2024
5. UnemployedAug 2023 to Sep 2023
6. Pruco Securities LLCJul 2023 to Aug 2023
7. DplJun 2022 to Jul 2023
8. The Leaders Group IncJun 2022 to Jul 2023
9. Principal Life Insurance CompanyApr 2022 to Jun 2022
10. Principal Securities IncApr 2022 to Jun 2022
11. Thrivent FinancialOct 2021 to Apr 2022
12. Thrivent Investment Management IncSep 2021 to Apr 2022
13. New York Life Insurance CompanyJan 2021 to Aug 2021
14. Nylife Securities LLCJan 2021 to Aug 2021
15. Nicole TritaikAug 2020 to Dec 2020
16. Signet JewelersJan 2020 to Jul 2020
17. UnemployedDec 2019 to Dec 2019
18. Diamonds DirectApr 2019 to Nov 2019
19. Opus.incApr 2018 to Apr 2019
20. Flagler CollegeAug 2017 to Apr 2018
21. Qualified StaffingJan 2017 to Dec 2017
22. Miller SchoolDec 2016 to May 2017
23. Charlottesville Public SchoolsAug 2003 to Dec 2016

Exams passed

• Series 63 · Uniform Securities Agent State Law2021
• Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 1 state (FL).

Sequent Planning, LLC

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

7325299

Firm CRD

160381