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Sequent Planning, LLC CRD 160381
$589M regulatory AUM 13 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
8807 Indian Hills Drive, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-02-11 |
Branch Locations
Breinigsville, PA • United States
8807 Indian Hills Drive, Omaha, NE 68114 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-13 |
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