Ashley Danielle Gardner
Investment adviser representative at Sequent Planning, LLC
13 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
13 years in the industry.
- Futurity First Insurance CompanyOct 2024 to now
- Sequent Planning, LLCOct 2024 to now
- Insurance Supermarket Inc.Sep 2024 to Oct 2024
- HomemakerJul 2024 to Sep 2024
- First Command Advisory ServicesJun 2024 to Oct 2024
- First Command Insurance ServicesJun 2024 to Oct 2024
- First Command Brokerage ServicesFeb 2023 to Oct 2024
- HomemakerAug 2022 to Feb 2023
- Leonard's StudioJun 2011 to Aug 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 7700688
- Firm CRD
- 160381