RBC Capital Markets
47yrs
Top 1% by experience in Omaha
42yrs
Daniel Lee Shuck
Financial advisor at Sequent Planning
At a glance
Experience42 years (since 1984)
How that compares ?Top 2% by experience in Omaha
Office8807 Indian Hills Drive, Omaha, NE 68114
FirmSequent Planning
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Sequent Planning
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Uniform Combined State Law Examination
Career
- 2023 – nowSequent Planning, LLCCurrent firm
- 2017 – 2023Allstate Financial Advisors, LLCPreviously
- Oct 2016 – May 2017Morgan StanleyPreviously
- 2012 – 2016Allstate Financial Advisors, LLCPreviously
- 2008 – 2010Certified Investment Services, Inc.Previously
- Jul 2005 – Dec 2006Fifth Third Securities, Inc.Previously
- Jan 2004 – Oct 2004Woodbury Financial Services, Inc.Previously
- 2001 – 2004Private Client Services, LLCPreviously
Earlier career (1 more)
- 2001 – 20031717 Capital Management CompanyPreviously
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Daniel
How do I contact Daniel?
Call Sequent Planning at 402-953-3544 and ask for Daniel Lee Shuck. Daniel works from the Omaha, NE office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 1984, about 42 years. Top 2% by experience in Omaha.
What licenses does Daniel hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Sequent Planning reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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