David M Sayers

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

• 10/2014 → 10/2016
  Bgm Trunorth Wealth Partners
  Bloomington, MN
• 10/2016 → 05/2021
  Trunorth Wealth Partners
  St. Paul, MN
• 06/2021 → 03/2025
  Carlson Capital Management Llc
  Northfield, MN
• 03/2025 → Present
  Sequoia Financial Group
  Akron, OH

Previous Registrations

• 2021-07-22 → 2025-05-15
  Carlson Capital Management, Llc
  Bloomington, MN
  Hastings, MN
• 2016-10-03 → 2021-03-19
  Grandview Delight, Llc
  St. Paul, MN
• 2014-11-17 → 2016-10-03
  Bgm Wealth Management
  Bloomington, MN
• 2014-01-21 → 2014-10-31
  Cliftonlarsonallen Wealth Advisors, Llc
  Minneapolis, MN
  Minneapolis, MN
  Minneapolis, MN

Exams

• S66 Uniform Combined State Law Examination
  2007-08-20
• S63 Uniform Securities Agent State Law Examination
  2007-06-16

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Dave M Sayers