Waldemar Mark Dziedzic
Investment adviser representative at Sequent Planning, LLC
10 yearsExperience
1 stateRegistered in
$589.5MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Sequent Planning, LLCAug 2025 to now
- Futurity First Insurance GroupMay 2025 to now
- American Senior BenefitsOct 2024 to Apr 2025
- UnemployedAug 2024 to Oct 2024
- Posigen SolarFeb 2024 to Jul 2024
- UnemployedOct 2023 to Jan 2024
- United HealthJun 2023 to Oct 2023
- UnemployedMar 2023 to Jun 2023
- EhealthAug 2022 to Mar 2023
- Aegis Wealth Management, Inc.Sep 2021 to Mar 2023
- Advise InsuranceAug 2021 to Feb 2023
- GohealthJun 2020 to Jul 2021
- Cannaholdco, Inc.Jul 2019 to Mar 2020
- AloricaNov 2017 to Oct 2018
- Winthrop Bentley Capital, LLCAug 2017 to Dec 2019
- UnemployedApr 2017 to Oct 2017
- Dressander / BacJan 2017 to Mar 2017
- Vick & AssociatesMay 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (CT).
Sequent Planning, LLC
$589.5MAssets managed
6,015Clients
99Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2845611
- Firm CRD
- 160381