Stanley Daniel Stanek
Investment Adviser Representative at Sequent Planning, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Stanley Daniel Stanek is an investment adviser representative with Sequent Planning, LLC in Breinigsville, PA, where they have been registered since 2026. They have worked in the securities industry since 2015 and have been registered with 6 firms, including Brookstone Wealth Advisors, LLC and Center Street Advisors, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Pennsylvania.
Registrations & licenses
- Investment adviser:
- Pennsylvania
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Pruco Securities, LLCMar 2015 – Nov 2016Scranton, PA
- THE Prudential Insurance Company OF AmericaMar 2015 – Nov 2016Scranton, PA
- MSI Financial SecuritiesNov 2016 – Dec 2017Allentown, PA
- MassMutualNov 2016 – Dec 2017Allentown, PA
- MerCap Securities, LLCDec 2017 – Jan 2019Paoli, PA
- MerCap Advisors, Inc.Dec 2017 – Jan 2019Paoli, PA
- Lincoln Financial AdvisorsJan 2019 – Sep 2020Brenigsville, PA
- Center Street SecuritiesSep 2020 – Feb 2022Nashville, TN
- Brookstone Wealth AdvisorsSep 2023 – Dec 2025Wheaton, IL
- UnemployedMar 2022 – Aug 2023Breinigsville, PA
- Sequent Planning LLCJan 2026 – no end date reportedBreinigsville, PA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Sequent Planning, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 95
- Offices listed on AdvisorFinder:
- 24
- Main office:
- Omaha, NE
- SEC file number:
- 801-113971
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 14, 2026
View full firm profileOther advisors at Sequent Planning, LLC
Showing 12 of 95 in the directory
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Stanley Daniel Stanek has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched