Todd Michael Luniewski

Employer firm

Sequent Planning, LLC CRD 160381

$589M regulatory AUM 13 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/1991 → 03/2018
  Mutual Of Omaha Investor Services, Inc.
  Pittsburgh, PA
• 11/1991 → 03/2018
  Mutual United Of Omaha Ins. Co.
  Pittsburgh, PA
• 10/2019 → Present
  Sequent Planning Llc
  Oak Brook, IL
• 03/2018 → Present
  Futurity First Insurance Group
  Pittsburgh, PA

Previous Registrations

• 2013-06-07 → 2018-03-29
  Mutual Of Omaha Investor Services, Inc.
  Blue Bell, PA
  Carnegie, PA
  Plymouth Meeting, PA

Other Businesses

1) Insurance Agent - 3/2018 to Present. Investment-related. Duties include offering insurance products and services to clients and prospects. 5700 Corporate Drive Suite 485, Pittsburgh PA, 15237. 20 % of time spent on this activity all during normal business hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-06-03
• S63 Uniform Securities Agent State Law Examination
  1994-03-11