Best Investors Account Sign in
Inactive

Waldemar Mark Dziedzic

Sequent Planning, LLC

Middletown, CT

Omaha, NE

Claim This Profile
Current Employers
Sequent Planning, Llc

8807 Indian Hills Drive, Omaha, NE 68114 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-08-25
  • CT RA
    APPROVED
    Since 2025-08-25

Branch Locations

101 Centerpoint Dr Unit 208, Middletown, CT 06457 • United States

8807 Indian Hills Drive, Omaha, NE 68114 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Vick & Associates Scottsdale AZ 05/2016 12/2016
Dressander / Bac Scottsdale AZ 01/2017 03/2017
Winthrop Bentley Capital, Llc Goffstown NH 08/2017 12/2019
Unemployed Leytonville CA 04/2017 10/2017
Alorica Tuscon AZ 11/2017 10/2018
Cannaholdco, Inc. Sheridan WY 07/2019 03/2020
Aegis Wealth Management, Inc. Guthrie Center IA 09/2021 03/2023
Gohealth Tuscon AZ 06/2020 07/2021
Advise Insurance Tuscon AZ 08/2021 02/2023
Futurity First Insurance Group Middletown CT 05/2025 Present
American Senior Benefits Farmington CT 10/2024 04/2025
Ehealth Scottsdale AZ 08/2022 03/2023
Unemployed Scottsdale AZ 03/2023 06/2023
United Health Phoenix AZ 06/2023 10/2023
Unemployed Scottsdale AZ 10/2023 01/2024
Posigen Solar Wethersfield CT 02/2024 07/2024
Unemployed New Britain CT 08/2024 10/2024
  • 05/2016 → 12/2016
    Vick & Associates
    Scottsdale, AZ
  • 01/2017 → 03/2017
    Dressander / Bac
    Scottsdale, AZ
  • 08/2017 → 12/2019
    Winthrop Bentley Capital, Llc
    Goffstown, NH
  • 04/2017 → 10/2017
    Unemployed
    Leytonville, CA
  • 11/2017 → 10/2018
    Alorica
    Tuscon, AZ
  • 07/2019 → 03/2020
    Cannaholdco, Inc.
    Sheridan, WY
  • 09/2021 → 03/2023
    Guthrie Center, IA
  • 06/2020 → 07/2021
    Gohealth
    Tuscon, AZ
  • 08/2021 → 02/2023
    Advise Insurance
    Tuscon, AZ
  • 05/2025 → Present
    Futurity First Insurance Group
    Middletown, CT
  • 10/2024 → 04/2025
    American Senior Benefits
    Farmington, CT
  • 08/2022 → 03/2023
    Ehealth
    Scottsdale, AZ
  • 03/2023 → 06/2023
    Unemployed
    Scottsdale, AZ
  • 06/2023 → 10/2023
    United Health
    Phoenix, AZ
  • 10/2023 → 01/2024
    Unemployed
    Scottsdale, AZ
  • 02/2024 → 07/2024
    Posigen Solar
    Wethersfield, CT
  • 08/2024 → 10/2024
    Unemployed
    New Britain, CT
Previous Registrations
Other Businesses

Licensed insurance agent, 08/2017, investment related insurance products, less than five hours per week.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-04-26
S63 Uniform Securities Agent State Law Examination 1997-03-21
  • S65 Uniform Investment Adviser Law Examination
    2017-04-26
  • S63 Uniform Securities Agent State Law Examination
    1997-03-21
Other Names
  • Waldemar Dziedzic
  • Waldemar H Dziedzic
  • Val Dziedzic

View on SEC IAPD

More in Middletown, CT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor