Tyler Ross Snow
Investment Adviser Representative at Sequent Planning, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Tyler Ross Snow is an investment adviser representative with Sequent Planning, LLC in Patrick Springs, VA, where they have been registered since 2023. They have worked in the securities industry since 2023 and were previously registered with Mutual of Omaha Investor Services, Inc. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Virginia.
Registrations & licenses
- Investment adviser:
- Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Mutual of Omaha Insurance CompanyApr 2022 – Apr 2023Roanoke, VA
- UberAug 2022 – no end date reportedSan Fransisco, CA
- Vista Solutions GroupAug 2013 – no end date reportedHillsville, VA
- Wendy'sNov 2021 – Apr 2022Stuart, VA
- Henry County Public SchoolsAug 2018 – Jul 2021Bassett, VA
- Results CompanyAug 2017 – Aug 2018Stuart, VA
- WalmartMar 2017 – Aug 2017Stuart, VA
- Mid-Atlantic Textile CompanyApr 2015 – Mar 2017Stuart, VA
- Mutual of Omaha Investor ServicesJan 2023 – Apr 2023Roanoke, VA
- Sequent Planning, LLCSep 2023 – no end date reportedPatrick Springs, VA
- Futurity First Insurance GroupAug 2023 – no end date reportedPatrick Springs, VA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Sequent Planning, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 95
- Offices listed on AdvisorFinder:
- 24
- Main office:
- Omaha, NE
- SEC file number:
- 801-113971
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 14, 2026
View full firm profileOther advisors at Sequent Planning, LLC
Showing 12 of 95 in the directory
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Tyler Ross Snow has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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