BB
Brandon S. Blankenship
SEQUENT PLANNING
HARDY, VA
Some features on this profile are disabled
CRD#: 5018492
BB
Professional summary
Brandon S Blankenship, who also goes by Brandon Scott Blankenship, Brandon Blankenship, is a registered financial advisor currently at SEQUENT PLANNING, LLC located in Hardy, Virginia.
Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Brandon has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brandon Scott Blankenship | Brandon Blankenship
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.
1) INSURANCE AGENT; APPOINTED WITH VARIOUS OUTSIDE COMPANIES FOR THE PURPOSE OF BROKERING NON-REGISTERED PRODUCTS.; 1549 FRANKLIN ST ROCKY MOUNT, VA 24151; START DATE 01/2015; ROLE/TITLE: OWNER; INVESTMENT RELATED; 10 HOURS PER MONTH; 10 HOURS PER MONTH DURING SECURITIES TRADING HOURS. 2) BLANKENSHIP FINANCIAL SOLUTIONS LLC - OWNER. MARCH 2019 TO PRESENT. NOT INVESTMENT RELATED. ENTITY USED FOR INSURANCE PURPOSES. 3) RENTAL PROPERY; 3347 FOREST RIDGE ROAD, ROANOKE, VA; NOT INVESTMENT RELATED.; RENTAL INCOME; OWNER; 5 HOURS/MONTH. 0 HOURS DURING HOURS 9:30-4:00; LANDLORD 4) WESTLAKE PRIMITIVE + HOME DECORE, LLC - OWNER OF ONLINE EBAY STORE. 4/2018 TO PRESENT. NOT INVESTMENT RELATED. 570 JENKINS DR., HARDY, VA 24101. 5) Futurity First Insurance Group - Insurance Agent. 4/2019 to Present. Investment Related. Duties include offering insurance products and services to clients and prospects. 2650 Holcomb Bridge Rd., Suite 630, Alpharetta, GA 30022.
CRS (Client Relationship Summary) - RIA
Click below to view Brandon S Blankenship's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 1, 2023 - Present
SEQUENT PLANNING, LLC
RIA
CRD#: 160381
HARDY, VA
Past
February 25, 2013 - December 10, 2014
EAGLE STRATEGIES LLC
RIA
CRD#: 110826
ROCKY MOUNT, VA
Past
January 31, 2013 - December 10, 2014
NYLIFE SECURITIES LLC
BD
CRD#: 5167
ROCKY MOUNT, VA
Past
September 2, 2010 - December 19, 2012
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
ROANOKE, VA
Past
August 25, 2010 - December 19, 2012
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
ROANOKE, VA
Past
October 4, 2007 - September 1, 2010
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
RIA
CRD#: 611
ROANOKE, VA
Past
March 6, 2006 - September 1, 2010
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
BD
CRD#: 611
ROANOKE, VA
Past
September 5, 2005 - February 28, 2006
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
BD
CRD#: 611
OMAHA, NE
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SP
SEQUENT PLANNING, LLC
ELEVUS | UNION PLANNING CENTER | SEQUENT PLANNING, LLC | FUTURITY FIRST WEALTH MANAGEMENT
CRD#: 160381 / SEC#: 801-113971
RIA
Registered Investment Advisory firm - (9/10/2018 Approved)Arizona
Registered Investment Advisory firm - (9/27/2018 Terminated)Florida
Registered Investment Advisory firm - (9/27/2018 Terminated)Iowa
Registered Investment Advisory firm - (10/1/2018 Terminated)Louisiana
Registered Investment Advisory firm - (9/27/2018 Terminated)Maryland
Registered Investment Advisory firm - (10/12/2018 Terminated)Michigan
Registered Investment Advisory firm - (9/28/2018 Terminated)Nebraska
Registered Investment Advisory firm - (9/27/2018 Terminated)Nevada
Registered Investment Advisory firm - (10/31/2018 Terminated)New Jersey
Registered Investment Advisory firm - (10/2/2018 Terminated)North Carolina
Registered Investment Advisory firm - (9/27/2018 Terminated)Ohio
Registered Investment Advisory firm - (9/27/2018 Terminated)Oregon
Registered Investment Advisory firm - (9/27/2018 Terminated)Texas
Registered Investment Advisory firm - (9/27/2018 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Virginia(2/1/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SP
SEQUENT PLANNING, LLC
ELEVUS | UNION PLANNING CENTER | SEQUENT PLANNING, LLC | FUTURITY FIRST WEALTH MANAGEMENT
CRD#: 160381 / SEC#: 801-113971
RIA
Registered Investment Advisory firm - (9/10/2018 Approved)Arizona
Registered Investment Advisory firm - (9/27/2018 Terminated)Florida
Registered Investment Advisory firm - (9/27/2018 Terminated)Iowa
Registered Investment Advisory firm - (10/1/2018 Terminated)Louisiana
Registered Investment Advisory firm - (9/27/2018 Terminated)Maryland
Registered Investment Advisory firm - (10/12/2018 Terminated)Michigan
Registered Investment Advisory firm - (9/28/2018 Terminated)Nebraska
Registered Investment Advisory firm - (9/27/2018 Terminated)Nevada
Registered Investment Advisory firm - (10/31/2018 Terminated)New Jersey
Registered Investment Advisory firm - (10/2/2018 Terminated)North Carolina
Registered Investment Advisory firm - (9/27/2018 Terminated)Ohio
Registered Investment Advisory firm - (9/27/2018 Terminated)Oregon
Registered Investment Advisory firm - (9/27/2018 Terminated)Texas
Registered Investment Advisory firm - (9/27/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8420 West Dodge Road Suite 110, Omaha, NE 68114
Mailing Address
Phone number
(402) 953-3544
Established
Firm type
Fiscal year end
# of Employees
91
SEC notice filing (39 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,102 |
| AUM (Assets Under Management) | $ 394,657,254 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
