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Reed M

Series 65

Albuquerque, NM

Sequent Planning, LLC

Reed Muehlmeyer is a financial advisor at Sequent Planning, LLC with one year of industry experience. He holds a Series 65 designation and has worked in various roles including accounting at Muehlmeyer PC CPA and positions in retail and hospitality. Muehlmeyer is also a licensed insurance agent offering insurance products alongside his advisory work. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofit organizations. The firm employs a structured risk framework and a mix of proprietary and third-party investment models, providing diversified, tax-aware, and fiduciary-focused financial services.

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