Dennis Zaderaka
Dennis Zaderaka is a registered investment advisor at Sequent Planning, LLC, based in Phoenix, AZ, with 41 years of industry experience. Dennis 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
Phoenix, AZ
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2020Financial
November 2017Other Business ActivitiesSells Insurance
Dennis works in sales, focusing on life insurance and annuities. This activity takes about half of his time.
Employment History
Current Registrations
Sequent Planning, LLC
Previous Registrations
Zaderaka, Dennis
The Bottom Line Wealth Management LTD.
Sharpepoint, LLC
Securities America, INC.Broker
Securities America Advisors, INC.
Crown Capital Securities, L.P.Broker
Crown Capital Securities, L.P.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Ing Financial Partners, INC.Broker
Ing Financial Partners, INC
Cambridge Investment Research Advisors, INC.
Infinite Orchards LLC
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Reserarch, INC.
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Ameritas Investment CORP.Broker
Washington Square Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Royal American Investment Services, INC.Broker
Gs2 Securities, INC.Broker
Mutual Service CorporationBroker
B & a Securities CorporationBroker
Dain, Bosworth IncorporatedBroker
Shearson Lehman/american Express INC.Broker
Kidder, Peabody & CO. IncorporatedBroker
Northwest Capital Investment CorporationBroker
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.