Advisor at Sequent Planning, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Sequent Planning, LLC
Location
Middletown, CT 06457
Credentials
Series 63, Series 65
Industry experience
13 years
Waldemar Dziedzic is a financial advisor with Sequent Planning, LLC in Middletown, CT, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior work includes roles at Aegis Wealth Management, Inc., Ehealth, and United Health. He is also a licensed insurance agent. Sequent Planning, LLC is an SEC-registered advisory firm serving individuals, including high-net-worth clients, and retirement plan sponsors, with approximately $394.7 million in assets under management. The firm uses ETF-based strategic models, offers discretionary asset management and comprehensive financial planning, and provides client educational programs and investment newsletters.
Based on Sequent Planning, LLC
Based on Sequent Planning, LLC
Fixed fees for financial planning services range from $500 to $5,000
Negotiable up to 1.75% annually for Asset Management Services
IARs who are insurance agents may receive commissions on insurance products sold separately from advisory fees
Hourly fees capped at $500 per hour for financial planning services
Fee-only: Asset Management and Financial Planning fees are negotiable; Financial Planning fees can be hourly (up to $500/hour) or fixed ($500 to $5,000)
101 Centerpoint Dr, Unit 208
Middletown, CT 06457
Connecticut
Futurity First Insurance Group
2025 - Present (1 year)
American Senior Benefits
2024 - 2025 (1 year)
Unemployed
2024 - 2024 (1 year)
Posigen Solar
2024 - 2024 (1 year)
Unemployed
2023 - 2024 (1 year)
United Health
2023 - 2023 (1 year)
Unemployed
2023 - 2023 (1 year)
Ehealth
2022 - 2023 (1 year)
Aegis Wealth Management, Inc.
2021 - 2023 (2 years)
Advise Insurance
2021 - 2023 (2 years)
GoHealth
2020 - 2021 (1 year)
Cannaholdco, Inc.
2019 - 2020 (1 year)
Alorica
2017 - 2018 (1 year)
Winthrop Bentley Capital, LLC
2017 - 2019 (2 years)
Unemployed
2017 - 2017 (1 year)
Dressander / BAC
2017 - 2017 (1 year)
Vick & Associates
2016 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Middletown, CT
Lifestyle Financial Strategies, LLC
Series 63
Wolcott, CT
Farmingbury Financial Services, LLC
Series 65
Glastonbury, CT
Rawlings Wealth Management
Series 63, Series 65
Rocky Hill, CT
Dennis Glynn, CPA
CFP®, Series 63
Hartford, CT
Nutmeg Capital Advisors, LLC
CFA®
Glastonbury, CT
Chieco Capital Management, LLC
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