Weston Shepard
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, LLCMay 2026 to now
- Midland UniversityJan 2022 to now
- Seim Johnson, LLPJul 2019 to Dec 2021
- Seim Johnson, LLPJul 2018 to Aug 2018
- Fremont Contract CarriersMay 2017 to Aug 2018
- Midland UniversityAug 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NE).
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
- 8258136
- Firm CRD
- 160381