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David C
Series 63, Series 65
Rockford, IL
Sequent Planning, LLC
David Cardenas is a financial advisor at Sequent Planning, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and maintains an active role as President and Insurance Broker at D.C. Insurance Agency, Inc., where he works with clients on Medicare, life insurance, and annuity needs. His prior experience includes positions at Northwestern Mutual and Midwest Cash and Loan. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits by providing asset management, financial planning, and retirement-plan services. The firm combines firm-developed models, third-party managers, and customized allocations within a structured risk framework and is notable for its ongoing investment communications and comprehensive retirement services.
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