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David James Oldenburg

Sequent Planning, LLC

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About David James Oldenburg

David James Oldenburg is a registered investment advisor representative with Sequent Planning, LLC. David has over 15 years of experience in the financial services industry and is a registered representative with the state of Wisconsin. David specializes in providing financial planning, portfolio management, and educational seminars to individuals and businesses.

Firm Information

David Oldenburg 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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David Oldenburg’s Registration & Firm History

WI

04/01/2019 - Present

Sequent Planning, LLC (FOND DU LAC WI)

WI

11/09/2007 - 08/13/2009

AMERITAS INVESTMENT CORP. (MADISON WI)

WI

02/01/2005 - 11/21/2007

PRINCOR FINANCIAL SERVICES CORPORATION (FOND DU LAC WI)

MN

11/03/2003 - 02/03/2005

THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)

MN

06/02/2003 - 06/27/2003

THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 11/14/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/29/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David James Oldenburg.
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