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Detailed Report
DANIEL JOSEPH ZEIGER
DAN ZEIGER
CRD#: 4434418
IA
Investment Adviser
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Previous Broker
SEQUENT PLANNING, LLCCRD#: 160381 LANSING, MI
Registration History
20022004200620082010201220142016201820202022202420262 FIRMS2010 - 2018 (8 years)2 FIRMS2018 - 2022 (3 years)IASEQUENT PLANNING, LLC (CRD# 160381)2022 - Present (2 years)BSECURIAN FINANCIAL SERVICES, INC. (CRD# 15296)2009 - 2010 (<1 year)BMWA FINANCIAL SERVICES INC. (CRD# 112630)2001 - 2009 (8 years)IASECURIAN FINANCIAL SERVICES, INC. (CRD# 15296)2010 - 2010 (<1 year)
License(s)

State Registrations

IA
Michigan 9/14/2022
Current Registration(s)
IA
SEQUENT PLANNING, LLC (CRD#:160381)
LANSING, MI
Registered with this firm since 9/14/2022
Previous Registration(s)
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IA
 10/18/2018 - 08/31/2022 PACKERLAND BROKERAGE SERVICES, INC. (CRD#:37031) Lansing, MI
B
 10/16/2018 - 08/31/2022 PACKERLAND BROKERAGE SERVICES, INC. (CRD#:37031) Lansing, MI
IA
 09/20/2010 - 10/16/2018 FORESTERS EQUITY SERVICES, INC. (CRD#:18464) LIVONIA, MI
B
 08/04/2010 - 10/16/2018 FORESTERS EQUITY SERVICES, INC. (CRD#:18464) LIVONIA, MI
IA
 05/27/2010 - 07/26/2010 SECURIAN FINANCIAL SERVICES, INC. (CRD#:15296) LANSING, MI
B
 11/25/2009 - 07/26/2010 SECURIAN FINANCIAL SERVICES, INC. (CRD#:15296) LANSING, MI
B
 10/18/2001 - 10/30/2009 MWA FINANCIAL SERVICES INC. (CRD#:112630) LANSING, MI
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.