Gina Martin
Advisor at Sequent Planning, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Sequent Planning, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Knoxville, IL 61448
Credentials
Series 63, Series 65
Industry experience
13 years
Gina Martin is a financial advisor at Sequent Planning, LLC with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Cambridge Investment Research, Inc. and Farmers Financial Solutions. Martin serves as a board member for the OSF St Mary Medical Center Auxiliary. Sequent Planning, LLC is an SEC-registered advisory firm serving individuals, including high-net-worth clients, and retirement plan sponsors. The firm manages approximately $394.7 million in assets, employing ETF-based strategic models for discretionary asset management and offering a range of financial planning and retirement consulting services.
Based on Sequent Planning, LLC
Based on Sequent Planning, LLC
Fixed fees for financial planning services range from $500 to $5,000
Negotiable up to 1.75% annually for Asset Management Services
IARs who are insurance agents may receive commissions on insurance products sold separately from advisory fees
Hourly fees capped at $500 per hour for financial planning services
Fee-only: Asset Management and Financial Planning fees are negotiable; Financial Planning fees can be hourly (up to $500/hour) or fixed ($500 to $5,000)
110 S. Broad Street
Knoxville, IL 61448
Illinois
Sequent Planning, LLC
2023 - Present (3 years)
Cambridge Investment Research, Inc.
2021 - 2023 (2 years)
Cambridge Investment Research Advisors
2021 - 2023 (2 years)
GFDM LLC
2017 - Present (9 years)
FARMERS FINANCIAL SOLUTIONS
2015 - 2021 (6 years)
Farmers insurance
2015 - 2021 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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