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Todd Michael Luniewski

Sequent Planning, LLC

Omaha, NE

Pittsburgh, PA

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Current Employers
Sequent Planning, Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2019-10-30
  • PA RA
    APPROVED
    Since 2019-10-30

Branch Locations

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

5700 Corporate Drive Suite 485, Pittsburgh, PA 15237 • 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 Investor Services, Inc. Pittsburgh PA 10/1991 03/2018
Mutual United Of Omaha Ins. Co. Pittsburgh PA 11/1991 03/2018
Sequent Planning Llc Oak Brook IL 10/2019 Present
Futurity First Insurance Group Pittsburgh PA 03/2018 Present
Previous Registrations
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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-06-03
S63 Uniform Securities Agent State Law Examination 1994-03-11
  • S65 Uniform Investment Adviser Law Examination
    2013-06-03
  • S63 Uniform Securities Agent State Law Examination
    1994-03-11

View on SEC IAPD

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