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Ryan Christopher Spaude

Sequoia Financial Group, L.L.C.

Mankato, MN

Akron, OH

CRD 2978611

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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:

Current Employers
Sequoia Financial Group, L.L.C.

3500 Embassy Parkway, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2024-09-13
  • MN RA
    APPROVED
    Since 2024-09-13

Branch Locations

111 S. 2Nd Se, Ste 300, Mankato, MN 56001-5803 • United States

3500 Embassy Parkway, Akron, OH 44333 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Eide Bailly Advisors, Llc Mankato MN 09/2012 Present
United Planners' Financial Services Scottsdale AZ 09/2015 07/2023
Eide Bailly Agency Mankato MN 09/2012 Present
Eide Bailly Financial Services Mankato MN 09/2012 Present
Eide Bailly Llp Mankato MN 05/2022 Present
Sequoia Financial Group, Llc Akron OH 09/2024 Present
  • 09/2012 → Present
    Eide Bailly Advisors, Llc
    Mankato, MN
  • 09/2015 → 07/2023
    United Planners' Financial Services
    Scottsdale, AZ
  • 09/2012 → Present
    Eide Bailly Agency
    Mankato, MN
  • 09/2012 → Present
    Eide Bailly Financial Services
    Mankato, MN
  • 05/2022 → Present
    Eide Bailly Llp
    Mankato, MN
  • 09/2024 → Present
    Akron, OH
Previous Registrations
  • 2013-12-09 → 2024-11-08
    Eide Bailly Advisors, Llc
    Mankato, MN
    Dubuque, IA
    Sioux Falls, SD
    Mankato, MN
Other Businesses

1.) EIDE BAILLY ADVISORS - PRINCIPAL, WEALTH ADVISOR - REGISTERED INVESTMENT ADVISOR - MANKATO, MN - SINCE 09/2012 - INVESTMENT RELATED 2.) EIDE BAILLY AGENCY - INSURANCE AGENT - INSURANCE AGENCY - MANKATO, MN - SINCE 09/2012 - INVESTMENT RELATED 3.) EIDE BAILLY FINANCIAL SERVICES - HOLDING COMPANY - NO TITLE - MANKATO, MN - SINCE 09/2012 - INVESTMENT RELATED 4.) MN STATE UNIV-MANKATO - COB ADVISORY COUNCIL - UNIVERSITY - 09/2004 - MANKATO MN - NOT INVESTMENT RELATED 5.) EIDE BAILLY LLP - PRINCIPAL - TAX PREPARATION/ACCOUNTING/BOOKKEEPING/CPA - MANKATO, MN - SINCE 05/2022 - NOT INVESTMENT RELATED 6.) SEQUOIA FINANCIAL GROUP, LLC - WEALTH ADVISOR - AKRON, OH - SINCE 9/2024

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-08-16
S63 Uniform Securities Agent State Law Examination 1997-12-31
  • S65 Uniform Investment Adviser Law Examination
    1999-08-16
  • S63 Uniform Securities Agent State Law Examination
    1997-12-31
Designations
  • Certified Financial Planner

View on SEC IAPD

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