Daniel Joel Zuidema

Current Employers

Sequent Planning, Llc

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

Current Registrations

Authority	Category	Status	Date
MT	RA	APPROVED	2025-02-26

MT RA
APPROVED

Since 2025-02-26

Branch Locations

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

Great Falls, MT • 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

Organization	City	State	From	To
Zuidema Insurance	Great Falls	MT	03/1990	Present
Sequent Planning, Llc	Great Falls	MT	02/2025	Present

03/1990 → Present

Zuidema Insurance

Great Falls, MT
02/2025 → Present

Sequent Planning, Llc

Great Falls, MT

Other Businesses

1) INSURANCE AGENT AND OWNER OF ZUIDEMA INSURANCE - 3/1990 TO PRESENT. INVESTMENT RELATED. DUTIES INCLUDE OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS. THE MAJORITY OF TIME IS SPENT ON THIS ACTIVITY. 613 BETH DRIVE, GREAT FALLS, MT 59405.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-01-30
S63	Uniform Securities Agent State Law Examination	1997-12-05

S65 Uniform Investment Adviser Law Examination

2025-01-30
S63 Uniform Securities Agent State Law Examination

1997-12-05

Other Names

Dan Zuidema

View on SEC IAPD