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RIA / WealthAdvisor12 years in industry

STANLEY DANIEL STANEK

Advisor at SEQUENT PLANNING, LLC

Breinigsville, PA | OMAHA, NE

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Search this name across graphsid dfx:ria:4c837aca-9301-4ec0-aa5d-818e8ef36fd4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: May 12, 2017 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SEQUENT PLANNING, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 13, 2013earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Dec 13, 2013
First registration: May 12, 2017
Dual registered: no
Other names: STAN STANEK
IAPD individual key: 6267827

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SEQUENT PLANNING, LLC	Independent wealth	Feb 11, 2026	n/a	yes	Breinigsville, PA\|OMAHA, NE	Current employment
BROOKSTONE WEALTH ADVISORS, LLC	No RAUM reported	Sep 26, 2023	Dec 2, 2025	no	WHEATON, IL\|Allentown, PA	Previous registration
CENTER STREET ADVISORS, INC.	Former SEC adviser	Sep 4, 2020	Feb 28, 2022	no	Breinigsville, PA	Previous registration
OSAIC FA, INC.	Former SEC adviser	Feb 1, 2019	Sep 4, 2020	no	Breinigsville, PA\|BLUE BELL, PA\|BRENIGSVILLE, PA	Previous registration
MERCAP ADVISORS, INC.	Former SEC adviser	Dec 8, 2017	Feb 19, 2019	no	ATLANTA, GA	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	May 12, 2017	Dec 8, 2017	no	Allentown, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BROOKSTONE WEALTH ADVISORS, LLC	SEQUENT PLANNING, LLC	Dec 2, 2025	Feb 11, 2026	71	Firm change	Other
CENTER STREET ADVISORS, INC.	BROOKSTONE WEALTH ADVISORS, LLC	Feb 28, 2022	Sep 26, 2023	575	Firm change after gap	Other
OSAIC FA, INC.	CENTER STREET ADVISORS, INC.	Sep 4, 2020	Sep 4, 2020	0	Firm change	Ibd to RIA
MERCAP ADVISORS, INC.	OSAIC FA, INC.	Feb 19, 2019	Feb 1, 2019	-18	Firm change	Other
MML INVESTORS SERVICES, LLC	MERCAP ADVISORS, INC.	Dec 8, 2017	Dec 8, 2017	0	Firm change	Other

Relationships

Registered with (6)

→ SEQUENT PLANNING, LLCRegistered adviserregistration: current employment
Feb 11, 2026 to presentfactForm ADV
→ BROOKSTONE WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Sep 26, 2023 to Dec 2, 2025factForm ADV
→ CENTER STREET ADVISORS, INC.Registered adviserregistration: previous registration
Sep 4, 2020 to Feb 28, 2022factForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Feb 1, 2019 to Sep 4, 2020factForm ADV
→ MERCAP ADVISORS, INC.Registered adviserregistration: previous registration
Dec 8, 2017 to Feb 19, 2019factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
May 12, 2017 to Dec 8, 2017factForm ADV

Dated events

Occurred
Dec 2, 2025
Advisor changed firm
Stanley Daniel Stanek left Brookstone Wealth Advisors, Llc for Sequent Planning, Llc (registered 2026-02-11)
Form ADVobserved 6 days ago
Occurred
Feb 28, 2022
Advisor changed firm
Stanley Daniel Stanek left Center Street Advisors, Inc. for Brookstone Wealth Advisors, Llc (registered 2023-09-26)
Form ADVobserved 6 days ago