Bernadette Broek (CRD# 7705390) is an Investment Advisor Representative working at Sequent Planning, LLC in Scottsdale, AZ and has 1 year of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sequent Planning, LLC | Scottsdale, AZ | Sep 2023 - Current | < 1 |
| Futurity First Insurance Group | Scottsdale, AZ | Aug 2023 - Current | < 1 |
| Mml Investors Services LLC | Scottsdale, AZ | Mar 2023 - Aug 2023 | < 1 |
| Massmutual Life Insurance Company | Scottsdale, AZ | Nov 2021 - Aug 2023 | 1 |
| Symmetry Financial Group | Phoenix, AZ | Apr 2020 - Nov 2021 | 1 |
| Devereux Advanced Behavioral Health | Phoenix, AZ | Jul 2018 - Oct 2020 | 2 |
| United Cerebral Palsy | Phoenix, AZ | Sep 2017 - Jul 2018 | < 1 |
| Devereux Advanced Behavioral Health | Phoenix, AZ | Jul 2012 - Sep 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2023 |
- AZ
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Total Assets Under Management373MILLIONS
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Total Number of Accounts4,279ACCOUNTS
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Average Account Value$87,272
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI
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