Galina Konstantinovna Koval
CFP®, ChFC®, CLU®Professional Summary
Galina Konstantinovna Koval, CFP®, ChFC®, CLU® is a registered financial advisor currently at SEQUENT PLANNING, LLC located in Stuart, Florida. Galina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Galina has worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
23 years in the financial services industry
Current & Past Employments
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Current Firm
ELEVUS | UNION PLANNING CENTER | SEQUENT PLANNING, LLC | FUTURITY FIRST WEALTH MANAGEMENT
Contact Information
Main Address
8807 Indian Hills Drive, Omaha, NE 68114Phone Number
(402) 953-3544# of Employees
102SEC notice filing (41 States and Territories)
Registered to provide investment advisory services in 41 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
6,015AUM (Assets Under Management)
$589,473,003Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
ELEVUS | UNION PLANNING CENTER | SEQUENT PLANNING, LLC | FUTURITY FIRST WEALTH MANAGEMENT
State Registrations and Notice Filings
(6/30/2023)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jul 2003About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Galina Konstantinovna Koval's CRS (Customer Relationship Summary).
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