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Christopher C

Series 65

Hales Corners, WI

Sequent Planning, Llc

Christopher Collins is a financial advisor with Sequent Planning, LLC and holds a Series 65 designation. He has 16 years of industry experience, including roles at Collins Financial and Futurity First Insurance Group. In addition to advisory services, he is also licensed as an insurance agent. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits by offering asset management, financial planning, and retirement plan services through a network of approximately 97 independent advisers. The firm employs a structured risk framework and provides ongoing investment communications and newsletters to clients.

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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