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Michael Burton Ohlemacher

Advisor at Sequent Planning, LLC — Maumee, OH

Updated today

Credentials

Series 63

Experience

16 years

Location

Maumee, OH 43537

Sequent Planning, LLC logo

Sequent Planning, LLC

Multi-team

Total advisors

99

Across 73 offices

Clients per advisor

61 Typical

Avg AUM per client

$98,000 Very Low

HNW client ratio

1% Very Low

About

Michael Ohlemacher is a financial advisor with Sequent Planning, LLC, holding a Series 63 designation and 16 years of industry experience. His prior roles include positions at Peak Brokerage Services, LLC, W&S Brokerage Services Inc., and Western Southern Life. Outside of advising, he owns a fast-food franchise, Pita Pit, in Maumee, Ohio. Sequent Planning, operating as Futurity First Wealth Management, is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, and retirement-plan services through a network of approximately 97 advisers, using a structured risk framework and diversified manager exposures.

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

Maumee, OH

Maumee OH

Advisors at this office

1

Most active in

Michigan · Ohio · Texas

Work history

16 years of industry experience

Peak Brokerage Services, LLC

2023 - Present • 3 years

Jupiter, FL

Sequent Planning, LLC

2021 - Present • 5 years

Maumee, OH

W&S Brokerage Services Inc.

2018 - 2021 • 3 years

Cincinnati, OH

W&S Brokerage Services Inc.

2010 - 2021 • 11 years

Cincinnati, OH

WESTERN SOUTHERN Life

2009 - 2021 • 12 years

Findlay, OH

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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Douglas S

Series 7, Series 66

Toledo, OH

Stirlingshire Investments

Douglas Shaffer is a financial advisor with Stirlingshire Investments in Toledo, OH, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Valic Financial Advisors, Directions Credit Union, and Ameriprise Financial Services. Outside of his advisory work, he is involved in variable annuities sales with RetireOne and Highland Capital. Stirlingshire RIA LLC provides discretionary portfolio management to individuals, trusts, and other entities, serving both non‑high-net-worth and high-net-worth clients. The firm employs a multi-method investment approach, including quantitative, fundamental, technical, and modern portfolio theory, and offers a range of investment options through its Advyzon marketplace.

Retirement income strategy Annuities Wealth management Retirement plans for business owners (SEP, solo 401k) Educators, Teachers, and Academics Mid-Career Professionals Career Changers Approaching retirement Retired Women's Finance
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Steven C

Series 66

Maumee, OH

OSAIC

Steven Cochran Jr. is a financial professional at OSAIC with 16 years of industry experience. He holds a Series 7 and Series 66 designation and has been with Savage and Associates since 2010. Outside of his financial career, Cochran serves as a head coach and instructor for a youth hockey team, providing coaching and skating lessons. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and employs a technology-driven investment process that incorporates risk tolerance assessments, asset allocation software, and portfolio optimization tools.

General retirement planning Caring for aging parents Multi-generational wealth transfer Life insurance needs analysis Wealth management Founder/Business Owner Executive Retired University Employee Self-Employed Mid-Career Professionals Approaching retirement Established Professionals Gen X (Born 1965-1980) Gen Y/Millennials (Born 1980-1995)
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Chad C

Series 65

Maumee, OH

Glass City Capital Management, LLC

Chad Clay is the sole advisor at Glass City Capital Management, LLC in Maumee, OH, holding a Series 65 credential with seven years of industry experience. Before founding his firm in 2018, he worked as an investor and previously served for eleven years with the City of Springfield, Illinois Fire Department. His background includes experience as a firefighter and EMT. Glass City Capital Management is an independent, fee-only firm providing discretionary investment management focused on long-term capital appreciation for individuals and various entities. The firm emphasizes a concentrated, actively managed equity strategy built around a core “best ideas” approach, typically holding five to forty individual securities with a preference for large-cap companies.

Active portfolio management Concentrated stock management
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Andreas J

Series 65

Perrysburg, OH

Juarez, Andreas

Andreas Juarez is a financial advisor at Juarez, Andreas with one year of industry experience. He holds a Series 65 designation and has prior work history including roles at JDA TSG, Amazon LLC, Stellantis, Ohio State University, and Lowe's. Outside of advising, he owns and operates a tax preparation business serving individual clients. His firm, Midwest Guidance LLC, is a state-registered investment adviser that serves individual and high-net-worth clients with a value-oriented investment approach. The firm manages accounts on a discretionary basis and emphasizes fundamental analysis while maintaining conflict controls and client-focused policies.

Active portfolio management
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Ken R

Series 63, Series 65

Toledo, OH

Reinhart Asset Management LLC

Ken Reinhart is the sole advisor at Reinhart Asset Management LLC in Toledo, OH, holding Series 63 and Series 65 credentials with 24 years of industry experience. He has managed his independent advisory firm since 2004 and has worked at Kohl's Corporation in logistics since 2016. Reinhart Asset Management provides discretionary investment management and consulting services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and other entities. The firm’s offerings include the SPECTRUM program, featuring three portfolio series that utilize ETFs, mutual funds, stocks, bonds, and cash equivalents, with investment decisions based on a Hybrid Analytical Process combining multiple analytic methods and incorporating tactical strategies.

Active portfolio management
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Kelsey B

Series 65, Series 63

Whitehouse, OH

Apricity Financial Planning

Kelsey Burke is a financial advisor at Apricity Financial Planning with 11 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked nine years at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advisory work, she is involved in podcasting and movement/mindfulness instruction. Apricity Financial Planning is a fee-only independent investment adviser serving individuals, high-net-worth clients, and small businesses. The firm emphasizes asset allocation and Modern Portfolio Theory in its investment approach, using primarily mutual funds and ETFs with a passive management style, and offers ongoing financial planning along with educational seminars and speaking engagements.

College savings (529s, UTMA, etc.) Business ownership considerations Cash flow / budgeting General estate planning guidance Retirement income strategy
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