Corey Coogan
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.
- Lab Sports PerformanceJun 2026 to now
- Sequent Planning, LLCApr 2026 to now
- Futurity First Insurance GroupAug 2025 to now
- Family First LifeMay 2025 to Aug 2025
- Roanoke CollegeAug 2024 to May 2025
- DeltekJun 2024 to Aug 2024
- Roanoke CollegeAug 2023 to Jun 2024
- UpsJul 2020 to Aug 2023
- Briar Woods High SchoolApr 2016 to Jul 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 8246209
- Firm CRD
- 160381