Daniel Joel Zuidema

Sells Insurance

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningInsurance PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners

Sequent Planning, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

74 advisors

Number of Clients

5,102 clients

Average Client Portfolio

$77K average

Assets Under Management

$394.7M

Fee Structure

Minimum Investment:None

Location

8420 West Dodge Road, Suite 110, Omaha, NE, 68114

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Daniel is an insurance agent and owner of Zuidema Insurance since 1990, offering insurance products and services. The majority of Daniel's time is spent on this activity.