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Daniel Roy Malcolm

Sequent Planning, LLC

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About Daniel Roy Malcolm

Daniel Malcolm is an investment advisor representative with Sequent Planning, LLC. Daniel is licensed in Michigan and has been in the industry since 2014. Daniel is also a licensed insurance agent and can provide insurance products and services in addition to investment advice. Daniel's services include financial planning, portfolio management, and pension consulting. He has experience working with a variety of clients, including high-net-worth individuals and individuals other than high-net-worth.

Firm Information

Daniel Malcolm 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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Daniel Malcolm’s Registration & Firm History

MI

08/03/2021 - Present

Sequent Planning, LLC (LANSING MI)

MI

01/21/2014 - 04/15/2014

EDWARD JONES (LANSING MI)

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Licenses & Designations

IA

Issued 07/17/2021

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 02/07/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/21/2021

SIE - Securities Industry Essentials Examination

BC

Issued 01/21/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Roy Malcolm.
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