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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-01-12 |
Branch Locations
8807 Indian Hills Drive, Omaha, NE 68114 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Securities America Inc. | Phoenix | AZ | 11/2016 | 06/2019 |
| Crown Capital Securities, L.P. | Wheaton | IL | 08/2015 | 09/2016 |
| The Bottom Line Wealth Management Ltd. | Phoenix | AZ | 06/2021 | 12/2022 |
| Self Employed | Cave Creek | AZ | 01/1978 | Present |
| Dennis Zaderaka, Ria | Phoenix | AZ | 12/2024 | 12/2025 |
| Sequent Planning Llc | Phoenix | AZ | 12/2025 | Present |
DENNIS ZADERAKA POSITION: sales NATURE: Life insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 4 START DATE: 01/1980 Phoenix, AZ; DESCRIPTION: sell insurance and annuities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 1980-03-25 |
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