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Todd Michael Luniewski

Sequent Planning, LLC

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About Todd Michael Luniewski

Todd Michael Luniewski is a registered investment advisor representative with Sequent Planning, LLC, a firm that offers investment advisory services to individuals and businesses. Todd has been in the industry since 1991 and holds the Series 6, 63, and 26 licenses. In addition to his investment advisory work, Todd is also an insurance agent and has been involved in financial planning and investment advice for over 30 years. Todd is committed to providing clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Todd Luniewski 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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Todd Luniewski’s Registration & Firm History

NE

10/30/2019 - Present

Sequent Planning, LLC (OMAHA NE)

PA

04/20/1994 - 03/29/2018

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (PITTSBURGH PA)

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Licenses & Designations

IA

Issued 06/03/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/11/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/06/1998

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 03/29/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/19/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Todd Michael Luniewski.
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