Marlton, NJ Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Sequent Planning, LLC
Multi-team
Firm-wide stats for Sequent Planning, LLC
About
Sequent Planning, LLC (doing business as Futurity First Wealth Management) is an SEC-registered investment adviser that serves individuals (including high-net-worth clients), retirement plan sponsors, small and medium-sized businesses, endowments and nonprofit organizations. The firm offers asset management, written financial planning, access to third‑party model managers through TAMPs, and a full range of retirement-plan services from fiduciary consulting to discretionary fiduciary management.
Advisory services are delivered by a network of approximately 97 investment adviser representatives who typically operate as independent contractors and implement Sequent’s mix of firm-developed models, third‑party managers and customized allocations. The firm describes a structured risk framework that considers a client’s capacity and willingness to take risk, emphasizes diversified manager and style exposures, uses tax-aware placement guidance, and relies on platforms such as AdvisorEngine (administrative services) and AEPS/SMArtX for certain TAMP-managed strategies; custody is maintained through Charles Schwab.
Compared with many multi‑team peers, Sequent publishes ongoing investment communications and newsletters to clients and prospects (provided free of charge), an offering that is relatively uncommon among firms of its size. The firm also discloses specific operational affiliations and oversight arrangements—including a parent company relationship with Senior Market Sales (under the ownership of Alliant Insurance Services), the use of AdvisorEngine’s platform, and detailed ERISA/rollover conflict disclosures—which may be useful for clients evaluating governance, platform use, and retirement‑service capabilities.
Based on Sequent Planning, LLC
Expertise
Based on Sequent Planning, LLC
Location
901 Lincoln Drive West, Suite 304
Marlton NJ 08053
Advisors at this office
3
Advisors at this office
Kenneth C
Series 63, Series 66
Marlton, NJ
Sequent Planning, LLC
Kenneth Cappelli is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 66 licenses and 29 years of industry experience. His prior roles include positions at OSAIC, Securities America Advisors, Equitable Advisors, Mutual of Omaha Investor Services, LPL Financial, and Wells Fargo Clearing. Cappelli also holds an insurance agent role alongside his advisory work. Sequent Planning, LLC 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, utilizing a structured risk framework and diversified manager exposures through a network of independent adviser representatives.
Anthony P
ChFC®, Series 63, Series 65
Marlton, NJ
Sequent Planning, LLC
Anthony Poblador is a ChFC® credentialed financial advisor with 27 years of industry experience, currently with Sequent Planning, LLC. His prior experience includes roles at Securities America Inc., AXA Advisors LLC, and Mutual of Omaha. In addition to his advisory work, he serves as a public adjuster, assisting homeowners with property damage claims, and is active as an insurance agent with Futurity First Insurance Group. Sequent Planning, LLC provides investment advisory services to individuals, retirement plan sponsors, businesses, endowments, and nonprofits, offering asset management, financial planning, and retirement plan services through a network of independent advisers. The firm employs a structured risk framework with diversified manager exposures and provides ongoing investment communications to clients.
David S
CFP®, Series 63, Series 65
Marlton, NJ
Sequent Planning, LLC
David Swiderski is a CFP® professional with 25 years of industry experience, currently serving at Sequent Planning, LLC. He has previously worked at Securities America Advisors, Equitable Advisors, and MSI Financial Services, among others. In addition to his advisory role, he acts as an insurance agent through Futurity First Insurance Group. Sequent Planning, LLC operates as Futurity First Wealth Management and provides investment advisory services to individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm employs a structured risk framework and offers asset management, financial planning, and retirement plan services, supported by a network of independent investment adviser representatives.
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