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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-09-13 |
Branch Locations
111 S. 2Nd Se, Ste 300, Mankato, MN 56001-5803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-31 |
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