Medford, OR 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
516 Crater Lake Ave.
Medford OR 97504
Advisors at this office
3
Advisors at this office
Linda C
Series 63, Series 65
Medford, OR
Sequent Planning, LLC
Linda Clarkson is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. Her prior roles include two years at Redhawk Wealth Advisors and ongoing involvement with Futurity First Insurance Group since 2013. Outside of her advisory work, she is a partner in Big Town Deli in Central Point, Oregon. Sequent Planning, LLC serves individuals—including high-net-worth clients—retirement plan sponsors, businesses, endowments, and nonprofits, offering asset management, financial planning, and retirement-plan services. The firm employs a structured risk framework and delivers advisory services through a network of representatives using firm-developed models, third-party managers, and customized allocations.
Melissa M
Series 63, Series 65
Medford, OR
Sequent Planning, LLC
Melissa Mlasko is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has worked at Sequent Planning since 2017 and previously at Proequities Inc from 2015 to 2017. Mlasko is also involved with Futurity First Insurance Group, where she has served since 2009. Sequent Planning, LLC operates as Futurity First Wealth Management and serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm provides asset management, financial planning, and retirement-plan services through a network of independent advisers using a structured risk framework and a combination of firm-developed and third-party investment models.
Kelly B
Series 65
Medford, OR
Sequent Planning, LLC
Kelly Bales is an advisor at Sequent Planning, LLC based in Medford, OR, holding a Series 65 designation with two years of industry experience. Prior to joining Futurity Retirement Advisors, affiliated with Sequent Planning, Kelly worked in healthcare and retail roles. Sequent Planning, LLC serves individuals including high-net-worth clients, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm offers asset management, financial planning, and retirement-plan services through a network of independent advisers using diversified investment models and a structured risk framework.
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