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Nicholas Krakosky

Sequoia Financial Group, L.L.C.

Akron, OH

Northfield, MN

CRD 6066292

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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
NC RA APPROVED 2025-07-28
MD RA APPROVED 2025-04-01
MN RA APPROVED 2025-04-01
  • NC RA
    APPROVED
    Since 2025-07-28
  • MD RA
    APPROVED
    Since 2025-04-01
  • MN RA
    APPROVED
    Since 2025-04-01

Branch Locations

3500 Embassy Parkway, Akron, OH 44333 • United States

11 Bridge Square, Northfield, MN 55057 • 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
Edward Jones St. Louis MO 06/2013 12/2019
Carlson Capital Management Llc Rochester MN 01/2020 06/2022
Carlson Capital Management, Llc Rochester MN 07/2022 12/2024
Carlson Capital Management Llc Rochester MN 01/2025 03/2025
Sequoia Financial Group, Llc Akron OH 03/2025 Present
  • 06/2013 → 12/2019
    Edward Jones
    St. Louis, MO
  • 01/2020 → 06/2022
    Carlson Capital Management Llc
    Rochester, MN
  • 07/2022 → 12/2024
    Carlson Capital Management, Llc
    Rochester, MN
  • 01/2025 → 03/2025
    Carlson Capital Management Llc
    Rochester, MN
  • 03/2025 → Present
    Sequoia Financial Group, Llc
    Akron, OH
Previous Registrations
  • 2020-01-28 → 2025-05-15
    Carlson Capital Management, Llc
    Rochester, MN
    Northfield, MN
  • 2013-08-30 → 2020-01-21
    Edward Jones
    St. Louis, MO
    St Louis, MO
    Rochester, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-08-28
  • S66 Uniform Combined State Law Examination
    2013-08-28
Designations
  • Certified Financial Planner
Other Names
  • Nicholas Mathew Krakosky

View on SEC IAPD

Nearby Firms

CETERA INVESTMENT ADVISERS LLC
ON INVESTMENT MANAGEMENT CO
CONCURRENT INVESTMENT ADVISORS, LLC

Nearby Investors

KEVIN JAMES BAUER
WILLIAM THOMAS MAWBY
MATTHEW BURKE PRICE

Nearby Offices

CETERA INVESTMENT ADVISERS LLC · AKRON, OH
ON INVESTMENT MANAGEMENT CO · AKRON, OH
CONCURRENT INVESTMENT ADVISORS, LLC · Akron, OH

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