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Stanley Daniel Stanek

Sequent Planning, LLC

Breinigsville, PA

Omaha, NE

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Current Employers
Sequent Planning, Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-02-11
  • PA RA
    APPROVED
    Since 2026-02-11

Branch Locations

Breinigsville, PA • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pruco Securities, Llc Scranton PA 03/2015 11/2016
The Prudential Insurance Company Of America Scranton PA 03/2015 11/2016
Msi Financial Securities Allentown PA 11/2016 12/2017
Massmutual Allentown PA 11/2016 12/2017
Mercap Securities, Llc Paoli PA 12/2017 01/2019
Mercap Advisors, Inc. Paoli PA 12/2017 01/2019
Lincoln Financial Advisors Brenigsville PA 01/2019 09/2020
Center Street Securities Nashville TN 09/2020 02/2022
Brookstone Wealth Advisors Wheaton IL 09/2023 12/2025
Unemployed Breinigsville PA 03/2022 08/2023
Sequent Planning Llc Breinigsville PA 01/2026 Present
  • 03/2015 → 11/2016
    Pruco Securities, Llc
    Scranton, PA
  • 03/2015 → 11/2016
    The Prudential Insurance Company Of America
    Scranton, PA
  • 11/2016 → 12/2017
    Msi Financial Securities
    Allentown, PA
  • 11/2016 → 12/2017
    Massmutual
    Allentown, PA
  • 12/2017 → 01/2019
    Mercap Securities, Llc
    Paoli, PA
  • 12/2017 → 01/2019
    Mercap Advisors, Inc.
    Paoli, PA
  • 01/2019 → 09/2020
    Lincoln Financial Advisors
    Brenigsville, PA
  • 09/2020 → 02/2022
    Center Street Securities
    Nashville, TN
  • 09/2023 → 12/2025
    Brookstone Wealth Advisors
    Wheaton, IL
  • 03/2022 → 08/2023
    Unemployed
    Breinigsville, PA
  • 01/2026 → Present
    Breinigsville, PA
Previous Registrations
  • 2023-09-26 → 2025-12-02
    Wheaton, IL
    Allentown, PA
  • 2020-09-04 → 2022-02-28
    Center Street Advisors, Inc.
    Breinigsville, PA
  • 2019-02-01 → 2020-09-04
    Osaic Fa, Inc.
    Breinigsville, PA
    Blue Bell, PA
    Brenigsville, PA
  • 2017-12-08 → 2019-02-19
    Mercap Advisors, Inc.
    Atlanta, GA
  • 2017-05-12 → 2017-12-08
    Allentown, PA
Other Businesses

STANLEY STANEK/STANEK & ASSOCIATES; Investment-related; Private Residence in BREINIGSVILLE, PA; INSURANCE; SOLE PROPRIETOR; 09/2008; 30 hours/month; 30 hours during securities trading; SELL AND SERVICE ACCIDENT AND HEALTH INSURANCE, DISABILITY, FIXED ANNUITIES, TRADITIONAL FIXED INSURANCE AND PROPERTY & CASUALTY

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-10-28
S63 Uniform Securities Agent State Law Examination 2013-12-13
  • S65 Uniform Investment Adviser Law Examination
    2016-10-28
  • S63 Uniform Securities Agent State Law Examination
    2013-12-13
Other Names
  • Stan Stanek

View on SEC IAPD

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