Bernadette Broek

2 Years of Experience

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

Bernadette works as an insurance agent for FFIG since August 2023, offering insurance products and services. This investment-related activity takes about a quarter of her time and occurs during securities trading hours.

Employment History

Current Registrations

Sequent Planning, LLC

October 2023 - Present · 2 yrs 4 mos

Previous Registrations

MML Investors Services, LLCBroker

April 2023 - August 2023 · 4 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.