Daniel
Malcolm
Sequent Planning, LLC
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About this Advisor
Daniel Malcolm is a financial advisor based in Lansing, Michigan, with 2 years of relevant experience. Malcolm is on the advisory team at Sequent Planning, LLC. Malcolm has gained experience at Edward Jones, J&H Family Stores and First National Bank Of America. Malcolm maintains Series 66 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Michigan. Sequent Planning, LLC is a registered investment firm operating out of Omaha, NE. The investment advisory business has offices in 32 locations and a total of 86 financial advisors. It controls $248 million in total assets among its 3,117 customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 3,117 client accounts, just 1% belong to high-net-worth investors who have greater than $1 million in assets. Sequent Planning, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fee schedules typically vary depending on which services the firm provides the client. Fee types billed by Sequent Planning, LLC likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sequent Planning, LLC Brokerage Details
$248,155,987
86
3,117
$79,614
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Daniel Malcolm Work History
Daniel has been registered as a financial advisor for 2 years.*
First National Bank Of America
Edward Jones
J&H Family Stores
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Malcolm to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sequent Planning, LLC
Omaha, NE
Omaha, NE
Oxford, FL
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Suwanee, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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