David
Swiderski
Sequent Planning, LLC
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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.
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Sequent Planning, LLC Brokerage Details
$373,438,734
80
4,279
$87,272
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
Sequent Planning
Futurity First Insurance Group
Securities America Advisors
Securities America, Inc
Mml Investors Services, LLC
Equitable Advisors, LLC
Massachusetts Mutual Life Insurance Company
Msi Financial Services, Inc
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
Lansing, MI
Rothschild, WI
Scottsdale, AZ
Omaha, NE
Chesterfield, MO
Omaha, NE
Omaha, NE
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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