Gina Faye Martin
Advisor at Sequent Planning, Llc — Knoxville, IL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
13 years
Location
Knoxville, IL 61448
Sequent Planning, Llc
Multi-team
Gina Martin is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. Her prior work includes roles at Cambridge Investment Research, Farmers Financial Solutions, and ownership of GFDM LLC. She serves as a board member of the OSF St Mary Medical Center Auxiliary. Sequent Planning, LLC, operating as Futurity First Wealth Management, provides investment advisory services to individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm employs a structured risk framework and offers a mix of firm-developed models, third-party managers, and customized allocations delivered by a network of independent advisers.
Based on Sequent Planning, Llc
Based on Sequent Planning, Llc
Fixed financial planning fees, minimum $500 (limited) to $1,000 (comprehensive), maximum $5,000
$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 earned by IARs acting as insurance agents on insurance products sold, separate from advisory fees
Hourly fee capped at $500 per hour, negotiable per IAR
Fee-only: Financial planning - hourly fees up to $500/hour; fixed fees from $500 to $5,000 depending on scope
Knoxville, IL
110 S. Broad Street
Knoxville IL 61448
Advisors at this office
1
Illinois
13 years of industry experience
Sequent Planning, LLC
2023 - Present • 3 years
Knoxville, IL
Cambridge Investment Research, Inc.
2021 - 2023 • 2 years
Fairfield, IA
Cambridge Investment Research Advisors
2021 - 2023 • 2 years
Fairfield, IA
GFDM LLC
2017 - Present • 9 years
Knoxville, IL
FARMERS FINANCIAL SOLUTIONS
2015 - 2021 • 6 years
Morton, IL
Farmers insurance
2015 - 2021 • 6 years
Morton, IL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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