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Bernadette Broek

Sequent Planning, LLC

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About Bernadette Broek

Bernadette Broek is an investment advisor representative with Sequent Planning, LLC in OMAHA, NE. Bernadette has experience in the financial services industry and holds the Series 7TO, SIE, and Series 65 licenses. Bernadette also provides insurance services as an insurance agent for Futurity First Insurance Group. Bernadette offers various financial planning services, including portfolio management, pension consulting, and educational seminars.

Firm Information

Bernadette Broek is currently registered with Sequent Planning, LLC. Sequent Planning, LLC is an investment advisor based in Omaha, NE. The firm provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals. Sequent Planning manages approximately $373,438,734 in discretionary assets for 4,279 clients.
Sequent Planning, LLC

8420 WEST DODGE ROAD

OMAHA, NE 68114

$373.44M

Assets Under Management

49

Total Clients

66

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bernadette Broek’s Registration & Firm History

AZ

10/19/2023 - Present

Sequent Planning, LLC (Scottsdale AZ)

AZ

04/27/2023 - 08/29/2023

MML INVESTORS SERVICES, LLC (Scottsdale AZ)

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Licenses & Designations

IA

Issued 09/16/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/27/2023

Series 7TO - General Securities Representative Examination

BC

Issued 07/22/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bernadette Broek.
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