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Daniel Z
Series 63, Series 65
Great Falls, MT
Sequent Planning, LLC
Daniel Zuidema is a financial advisor at Sequent Planning, LLC with one year of industry experience. He holds Series 63 and Series 65 designations and has been the owner of Zuidema Insurance since 1990, where he offers insurance products and services. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofit organizations, providing asset management, financial planning, and retirement-plan services through a network of independent investment adviser representatives. The firm emphasizes a structured risk framework and diversified manager exposures while offering regular investment communications uncommon among peers of its size.
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