Justin Daniel Stets

Employer firm

Sequoia Financial Group, L.l.c. CRD 117756

$32.2B regulatory AUM 100 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → 03/2025
  Carlson Capital Management, Llc
  Northfield, MN
• 03/2025 → Present
  Sequoia Financial Group, Llc
  Akron, OH

Previous Registrations

• 2015-12-15 → 2025-09-10
  Carlson Capital Management, Llc
  Northfield, MN
• 2014-01-29 → 2016-01-06
  Carlson Capital Management
  Northfield, MN

Other Businesses

CARLSON CAPITAL PARTNERS, LLC, NOT INVESTMENT RELATED, 11 BRIDGE SQUARE, NORTHFIELD, MN 55057, REAL ESTATE THAT OWNS AND LEASES REAL ESTATE, START DATE 03/22/2000, 1 - 5 HOURS PER MONTH OUTSIDE OF TRADING HOURS, SHAREHOLDER AND PARTNER. MADISON MN, LLC (PARTNER), INVESTMENT RELATED, 11 BRIDGE SQUARE, NORTHFIELD, MN, 55057, START DATE 04/01/2025, 1 - 5 HOURS PER MONTH OUTSIDE OF TRADING HOURS, SHAREHOLDER DUTIES AND PARTNER.