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Mark Thomas Hunter

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.

  1. Sequent Planning, LLCOct 2025 to now
  2. Senior Market SalesSep 2024 to now
  3. Spring Venture GroupDec 2018 to Sep 2024
  4. Cd2 LearningNov 2017 to Nov 2018
  5. BrandmuscleJul 2016 to Nov 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

State registrations

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

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
8151610
Firm CRD
160381
Advisor's SEC record (opens in a new tab)
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