Kelly Bales
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.
- Sequent Planning, LLCJul 2026 to now
- Futurity Retirement Advisors/ffigApr 2024 to now
- Asante Rogue Regional Medical CenterApr 2022 to Apr 2024
- UnemployedJan 2020 to Apr 2022
- Medicap PharmacyFeb 2018 to Jan 2020
- UnemployedJun 2017 to Feb 2018
- SafewayJan 2017 to Jun 2017
- UnemployedJul 2016 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (OR).
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
- 8315153
- Firm CRD
- 160381