David
Swiderski

Sequent Planning, LLC

CRD#4167812
Investment Advisor
in Omaha, NE

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About this Advisor

David Swiderski is a financial advisor based in Omaha, Nebraska, working with Sequent Planning, LLC. David has previously held positions at Msi Financial Services, Inc, Mml Investors Services, LLC, Equitable Advisors, LLC, Futurity First Insurance Group, Securities America Advisors, Sequent Planning, Securities America, Inc, and Massachusetts Mutual Life Insurance Company. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey. Currently, David is part of Sequent Planning, LLC, which operates out of Omaha, Nebraska. The firm has 32 offices and 80 employees. The firm manages assets totaling $373.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Sequent Planning, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8420 West Dodge Road Suite 110
Omaha, NE 68114

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Sequent Planning, LLC Brokerage Details

Total Assets Under Management

$373,438,734

NE Average: $1,978,216,465
Total Number of Employees

80

NE Average: 226
Total Number of Accounts

4,279

NE Average: 7,467
Average Account Size

$87,272

NE Average: $264,928

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

David Swiderski Work History

2023 - Present (1 year)

Sequent Planning

2020 - Present (4 years)

Futurity First Insurance Group

2021 - 2023 (2 years)

Securities America Advisors

2021 - 2023 (2 years)

Securities America, Inc

2017 - 2017 (< 1 year)

Mml Investors Services, LLC

2017 - 2020 (3 years)

Equitable Advisors, LLC

2017 - 2017 (< 1 year)

Massachusetts Mutual Life Insurance Company

2006 - 2017 (11 years)

Msi Financial Services, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of David Swiderski 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

Daniel Malcolm
Lansing, MI
Renee Radtke
Rothschild, WI
Nathaniel Facarazzo
Scottsdale, AZ
Jared Baker
Omaha, NE
Stephanie Pogue
Chesterfield, MO
Randy Tennant
Omaha, NE
Jerry Moore
Omaha, NE
Michael Morrow
Saratoga Springs, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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