Logan Dietel, financial advisor Omaha NE

Logan Dietel

CRD Number: 5064196
Current Firm: Sequent Planning, LLC

Logan Dietel (CRD# 5064196) is an Investment Advisor Representative working at Sequent Planning, LLC in Omaha, NE and has over 15 years of experience in the finance industry. Logan Dietel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Sequent Planning, LLC San Antonio, TX Sep 2017 - Current 4
Futurity First Insurance Group San Antonio, TX Apr 2013 - Current 8
Proequities, Inc. San Antonio, TX Apr 2013 - Sep 2017 4
Securian Financial Services, Inc. St. Paul, MN Nov 2005 - Apr 2013 7
Minnesota Life Insurance Company St. Paul, MN Nov 2005 - Apr 2013 7
Planto Roe Financial Services San Antonio, TX Nov 2005 - Apr 2013 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2005
S65 NASAA Investment Advisors Law Examination Mar 2006
Contact Info for Logan W. Dietel
Phone Number: 402-953-3544
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    230
    MILLIONS
  • Total Number of Accounts
    2,312
    ACCOUNTS
  • Average Account Value
    $99,495
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, MI, MN, MO, MS, NC, NE, NJ, NV, NY, OH, OR, PA, TN, TX, UT, VA, WA, WI

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