LPL Financial
42yrs
Top advisor by experience in Lansing
13yrs
Daniel Malcolm has worked in the financial industry for 13 years and is a fiduciary financial advisor based in Lansing, Michigan. Daniel has been with Sequent Planning since 2021; before that, Daniel spent less than a year at Edward Jones. Sequent Planning offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 116 advisors with offices in Lansing, and one of 105 fiduciaries.
At a glance
Experience13 years (since 2014)
How that compares ?More experience than 53% of advisors at Sequent Planning
OfficeLansing, MI
FirmSequent Planning
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$98,000
Advisors at the firm100
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowSequent Planning, LLCCurrent firm
- Apr 2014 – Apr 2014Edward JonesPreviously
Contact Daniel
(402) 953-3544Firm headquarters in Omaha, NE. Ask for Daniel. Lansing, MIOffice · Get directions X (Twitter) pageSequent PlanningIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- 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 Malcolm. Daniel works from the Lansing, MI office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2014, about 13 years. More experience than 53% of advisors at Sequent Planning.
What licenses does Daniel hold?
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 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
SPC
42yrs
Top 2% by experience in Lansing
LPL Financial
41yrs
Top 3% by experience in Lansing
Madison Avenue Securities
41yrs
Top 3% by experience in Lansing
Ataraxis Advisors
40yrs
Top 4% by experience nationwide
MML Investors Services
40yrs
Top 4% by experience at MML Investors Services