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Andrew Walter Egan

Sequent Planning, LLC

Oak Brook, IL

Omaha, NE

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Current Employers
Sequent Planning, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2019-06-07
  • IL RA
    APPROVED
    Since 2019-06-07

Branch Locations

1211 22Nd Street #102, Oak Brook, IL 60523 • 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
Mutual Of Omaha Insurance Company Mokena IL 12/2014 05/2019
Mutual Of Omaha Investor Services Mokena IL 03/2015 05/2019
Futurity First Insurance Group Oak Brook IL 05/2019 Present
Sequent Planning, Llc Oak Brook IL 05/2019 Present
Levy Restaurant Chicago IL 04/2019 Present
  • 12/2014 → 05/2019
    Mutual Of Omaha Insurance Company
    Mokena, IL
  • 03/2015 → 05/2019
    Mutual Of Omaha Investor Services
    Mokena, IL
  • 05/2019 → Present
    Futurity First Insurance Group
    Oak Brook, IL
  • 05/2019 → Present
    Oak Brook, IL
  • 04/2019 → Present
    Levy Restaurant
    Chicago, IL
Previous Registrations
Other Businesses

1) Insurance Agent. Start Date: 12/02/2014 to Present. Investment Related. Duties include offering insurance products and services to clients and prospects. Approximately 80% of business hours per week spent on this activity 20% spent on advisory business. 1211 22nd Street, #102, Oak Brook, IL, 60523. 2) Security Guard at Wrigley Field. Start Date: 04/08/2019 to Present. Non-Investment Related. No Check Writing Ability. Approximately 10 hours per week spent on this activity, all during non-trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-10-09
S63 Uniform Securities Agent State Law Examination 2016-12-08
  • S65 Uniform Investment Adviser Law Examination
    2017-10-09
  • S63 Uniform Securities Agent State Law Examination
    2016-12-08

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