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David F Evans Jr.

Advisor at Sequent Planning, LLC — Guthrie, OK

Updated today

Credentials

Series 65

Experience

< 1 year

Location

Guthrie, OK 73044

Sequent Planning, LLC logo

Sequent Planning, LLC

Multi-team

Total advisors

99

Across 72 offices

Clients per advisor

61 Typical

Avg AUM per client

$98,000 Very Low

HNW client ratio

1% Very Low

About

David Evans Jr. is a financial advisor at Sequent Planning, LLC with a Series 65 designation and experience starting in 2023. He has been involved with Black Oak Alliance since 2023 and EXSIN LLC since 2016. Based in Guthrie, OK, he has worked at Sequent Planning since 2026. Sequent Planning, LLC (operating as Futurity First Wealth Management) is an SEC-registered adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm provides asset management, financial planning, third-party model manager access, and retirement plan services through a network of independent advisers using diversified investment approaches and tax-aware strategies.

Client services

Based on Sequent Planning, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Sequent Planning, LLC

Retirement income strategy Roth conversion strategy Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies

Occupation focus

Based on Sequent Planning, LLC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed financial planning fees, minimum $500 (limited) to $1,000 (comprehensive), maximum $5,000

Percentage

$0+: up to 1.75% annually (negotiable, varies by IAR and client) $0 - $5,000,000: up to 0.75% annually (Non-Fiduciary Retirement Plan Services) $5,000,001 - $10,000,000: Tier 1 + 0.50% on Tier 2 balance (Non-Fiduciary Retirement Plan Services) $10,000,000++: Customized pricing (Non-Fiduciary Retirement Plan Services) $0 - $5,000,000: up to 1.00% annually (Fiduciary Retirement Plan Services) $5,000,001 - $10,000,000: Tier 1 + 0.75% on Tier 2 balance (Fiduciary Retirement Plan Services) $10,000,000++: Customized pricing (Fiduciary Retirement Plan Services)

Commissions

Commissions earned by IARs acting as insurance agents on insurance products sold, separate from advisory fees

Project-based

Hourly fee capped at $500 per hour, negotiable per IAR

Other

Fee-only: Financial planning - hourly fees up to $500/hour; fixed fees from $500 to $5,000 depending on scope

Location

See office

Guthrie, OK

108 S. Division St, Suite 5

Guthrie OK 73044

Advisors at this office

1

Most active in

Oklahoma

Work history

< 1 year of industry experience

Sequent Planning LLC

2026 - Present • 1 year

Guthrie, OK

Black Oak Alliance

2023 - Present • 3 years

Guthrie, OK

EXSIN LLC

2016 - Present • 10 years

Guthrie, OK

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Brandon J

Series 66

Guthrie, OK

Lexaurum Advisors

Brandon Johnson is a financial advisor with Lexaurum Advisors, holding a Series 66 designation and 21 years of industry experience. He has been with Lexaurum Advisors since 2018 and previously worked at Summit Financial Group Inc and Summit Brokerage Services, Inc. Johnson is the owner of Integrative Risk Management, LLC, a general insurance business, and is also a partner in Strengthening Oklahoma LLC, a consulting and marketing firm focused on NIL deals for college athletes. Lexaurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, institutional clients, and other advisory firms. The firm manages approximately $1.27 billion with a multi-advisor team, focusing on diversified portfolios aligned with modern portfolio theory and offering both discretionary and non-discretionary investment solutions.

ESG / Sustainable investing Income planning Retirement income strategy General retirement planning Founder/Business Owner
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Jared B

Series 65

Guthrie, OK

Simplicity wealth

Jared Bross is a financial advisor at Simplicity Wealth with a Series 65 credential and one year of industry experience. Prior to his advisory role, he worked at West Side Travel Stop for six years. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional investors. The firm uses a fund-of-funds approach with ETFs, mutual funds, and individual securities, offering a range of advisory and managed account services alongside technology and operational support for other advisers.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Wealth management Retired Founder/Business Owner Values-based investing
user avatar

Brandy P

Series 66

Guthrie, OK

Edward Jones

Brandy Pearce is a Series 66-licensed financial advisor with Edward Jones in Guthrie, OK, and has 21 years of industry experience. She previously worked for United Planners Financial Services and IDS Life Insurance Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, all under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Brian J

Series 63, Series 65

Guthrie, OK

Edward Jones

Brian Jenkins is a financial advisor with Edward Jones in Guthrie, Oklahoma, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he owns Jenkins Investment Assets, a property management business in Sand Springs, Oklahoma. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Wealth management Business ownership considerations General estate planning guidance Founder/Business Owner

Jessica R

Series 66

Guthrie, OK

Edward Jones

Jessica Riggin is a financial advisor at Edward Jones in Guthrie, OK, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, she worked at Legacy Senior Living as a consultant dietitian and spent 15 years with the Oklahoma State University Extension Service. In addition to her advisory role, she has experience reviewing menus and training employees on food safety in assisted living settings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Retirement income strategy General retirement planning Retired Founder/Business Owner Executive Women Professionals
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Brent P

Series 66

Broadway, OK

Cambridge Investment Research Advisors

Brent Peck is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and 23 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2019 and previously with Nettworth Financial Group and FSC Securities Corporation. In addition to his advisory work, he owns Four Leaf Wine and Spirits, a liquor store in Edmond, Oklahoma. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals using a variety of portfolio management platforms and proprietary as well as third-party strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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