CK
Chelsea Kiehler
SEQUENT PLANNING
ALPHARETTA, GA 30022
Some features on this profile are disabled
CRD#: 5711646
CK
Professional summary
Chelsea Kiehler, who also goes by Chelsea Lynn Sallerson, is a registered financial advisor currently at SEQUENT PLANNING, LLC located in Alpharetta, Georgia.
Chelsea is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Chelsea has worked at 3 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chelsea Lynn Sallerson
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) SENIOR MARKET SALES - VP OF MARKETING AND STRATEGIC DEVELOPMENT - 3/2023 TO PRESENT. INVESTMENT RELATED. DUTIES INCLUDE DEVELOPING RELATIONSHIPS AND BUSINESS MODELING FOR BUSINESS OPPORTUNITIES BETWEEN SEQUENT PLANNING AND ALLIANT REGISTERED INVESTMENT ADVISERS. 5 HOURS PER WEEK ARE SPENT ON ADVISORY BUSINESS. 2) BEATs Inc. - A 501(c) NON-PROFIT ORGANIZATION - NON-INVESTMENT RELATED, DUTIES INCLUDE: VOLUNTEERING AT THE ANNUAL 5K RUN. 3HRS/MONTH DURING NON-TRADING HOURS 3) LAURAL SPRINGS HOA BOARD - NON-INVESTMENT RELATED - DUTIES INCLUDE: WORKING ON THE FINANCE AND POOL & PARK SUBCOMMITTEES - 2HRS/MONTH DURING NON-TRADING HOURS. urs- nights & weekends)
CRS (Client Relationship Summary) - RIA
Click below to view Chelsea Kiehler'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
March 17, 2023 - Present
SEQUENT PLANNING, LLC
Office #1: 2650 Holcomb Bridge Road Suite 630, Alpharetta, GA 30022RIA
CRD#: 160381
ALPHARETTA, GA
Past
June 15, 2012 - March 21, 2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
ALPHARETTA, GA
Past
June 15, 2012 - March 21, 2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
ALPHARETTA, GA
Past
November 23, 2009 - July 13, 2012
MORGAN STANLEY
RIA
CRD#: 149777
TROY, MI
Past
October 27, 2009 - July 13, 2012
MORGAN STANLEY
BD
CRD#: 149777
TROY, MI
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
Alabama(8/7/2025)
IAR
Georgia(3/17/2023)
IAR
Iowa(8/7/2025)
IAR
Maryland(8/7/2025)
IAR
Mississippi(8/7/2025)
Exams
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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
