Stanley Stanek
Stanley Stanek is a registered investment advisor at Sequent Planning, LLC, based in Breinigsville, PA, with 10 years of industry experience. Stanley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,102 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sequent Planning offers asset management services where they manage your investments. The annual advisory fee will never exceed 1.75%. The exact fee is negotiable based on factors such as the advisor, client type, and complexity of the situation. You may also incur additional charges from third parties, such as mutual fund expenses and custodian fees.
Location
Breinigsville, PA
Get directionsHistory
Regulatory History (2)
Financial
November 2018Financial
August 2018Other Business ActivitiesSells Insurance
Stanley is a sole proprietor selling and servicing accident and health insurance, disability, fixed annuities, traditional fixed insurance, and property & casualty insurance since 2008. This takes about 10-20% of his time, including during trading hours.
Employment History
Current Registrations
Sequent Planning, LLC
Previous Registrations
Brookstone Wealth Advisors, LLC
Center Street Securities, INC.Broker
Center Street Advisors, INC.
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Mercap Advisors, INC.
Mercap Securities, LLCBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.Broker
Pruco Securities, LLC.Broker
Lincoln InvestmentBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.