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Daniel Z

Series 63, Series 66

Lansing, MI

Sequent Planning, LLC

Daniel Zeiger is a financial advisor at Sequent Planning, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Packerland Brokerage Services and Foresters Equity Services, Inc. Outside of his advisory role, he operates as an independent contractor selling life, annuities, health, LTC, and Medicare products. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm combines firm-developed models, third-party managers, and customized allocations within a structured risk framework and provides clients with ongoing investment communications and newsletters.

Retirement income strategy Roth conversion strategy Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Founder/Business Owner Executive
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Daniel M

Series 66, Series 65

Lansing, MI

Sequent Planning, LLC

Daniel Malcolm is a financial advisor with Sequent Planning, LLC based in Lansing, MI, holding Series 66 and Series 65 licenses and five years of industry experience. His work history includes roles at First National Bank of America and Edward Jones. In addition to his advisory work, he is also licensed as an insurance agent. Sequent Planning, LLC (operating as Futurity First Wealth Management) is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofit organizations. The firm provides asset management, comprehensive financial planning, and retirement plan services through a network of independent advisers using a structured risk framework and diversified investment approaches.

Retirement income strategy Roth conversion strategy Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Founder/Business Owner Executive
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