Chelsie E. Jamison

SEQUENT PLANNING

Wichita, KS 67202

CRD#: 8172604

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Professional summary

Chelsie Erin Jamison, who also goes by Chelsie Erin Tate, is a registered financial advisor currently at SEQUENT PLANNING, LLC located in Wichita, Kansas.

Chelsie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Chelsie has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

Chelsie Erin Tate

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chelsie Erin Jamison's CRS (Customer Relationship Summary).

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®

None

Experience

Current

October 8, 2025 - Present

SEQUENT PLANNING, LLC

Office #1: 300 W Douglas Ave Ste 420, Wichita, KS 67202

RIA

CRD#: 160381

Wichita, KS

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".

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Kansas
(10/8/2025)

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

State Security Law Exam

IAR

Series 65

Date: 9/26/2025

Uniform Investment Adviser Law Examination

Current Firm

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)

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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

SEC notice filing (39 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SEQUENT PLANNING LLC ADV PART 2A FIRM BROCHURE (8/20/2025)

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.

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Chelsie E. Jamison

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chelsie Erin Jamison's CRS (Customer Relationship Summary).

Certified licenses

Experience

SEQUENT PLANNING, LLC

Primary Firm SEC Registration

SEQUENT PLANNING, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/26/2025

Current Firm

SEQUENT PLANNING, LLC

Contact information

SEC notice filing (39 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SEQUENT PLANNING, LLC

TRUST BUT VERIFY

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