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Steven Yateka Tecker

Sequoia Financial Group, L.L.C.

Northfield, MN

Akron, OH

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

3500 Embassy Parkway, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-03-31
  • MN RA
    APPROVED
    Since 2025-03-31

Branch Locations

11 Bridge Square, Northfield, MN 55057 • 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
Fidelity Investments Schaumburg IL 03/2017 11/2017
Unemployed Phoenix AZ 04/2016 03/2017
Fidelity Investments Carmel IN 11/2017 11/2018
Summit Wealth Advocates St. Louis Park MN 11/2020 03/2023
Fidelity Investments Indianapolis IN 11/2018 09/2020
Carlson Capital Management Northfield MN 04/2023 12/2024
Carlson Capital Management Llc Northfield MN 01/2025 Present
  • 03/2017 → 11/2017
    Fidelity Investments
    Schaumburg, IL
  • 04/2016 → 03/2017
    Unemployed
    Phoenix, AZ
  • 11/2017 → 11/2018
    Fidelity Investments
    Carmel, IN
  • 11/2020 → 03/2023
    Summit Wealth Advocates
    St. Louis Park, MN
  • 11/2018 → 09/2020
    Fidelity Investments
    Indianapolis, IN
  • 04/2023 → 12/2024
    Carlson Capital Management
    Northfield, MN
  • 01/2025 → Present
    Carlson Capital Management Llc
    Northfield, MN
Previous Registrations
  • 2023-04-06 → 2025-05-15
    Carlson Capital Management, Llc
    Northfield, MN
  • 2021-04-27 → 2023-03-31
    Summit Wealth Advocates, Llc
    Prior Lake, MN
    Farmington, MN
  • 2018-07-13 → 2019-02-27
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2017-12-07 → 2018-07-13
    Strategic Advisers Llc
    Carmel, IN
  • 2016-01-01 → 2016-04-22
    Charles Schwab & Co., Inc.
    Phoenix, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-12-31
  • S66 Uniform Combined State Law Examination
    2015-12-31
Designations
Other Names
  • Steven Y Tecker

View on SEC IAPD

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OSAIC WEALTH, INC.
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Other Investors

CAMILA KUNDELE PETERSON
John Michael Cronin
Matthew David Jaeger
DAVID M SAYERS
Nicholas Krakosky
JAMES MICHAEL YAWORSKI
ELIZABETH LEE ENGLAND
Benjamin Robert Carlson

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Northfield, MN
EDWARD JONES · NORTHFIELD, MN
EDWARD JONES · Northfield, MN
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Northfield, MN
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Northfield, MN
EDWARD JONES · NORTHFIELD, MN
WELLS FARGO CLEARING SERVICES, LLC · NORTHFIELD, MN
FIRST HEARTLAND CONSULTANTS, INC. · NORTHFIELD, MN

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