Benjamin Robert Carlson

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

• 06/2016 → 10/2018
  Aon Benfield
  Bloomington, MN
• 11/2018 → 12/2021
  Carlson Capital Management, Llc
  Northfield, MN
• 01/2024 → 05/2024
  Carlson Capital Management Llc
  Bloomington, MN
• 06/2024 → 03/2025
  Carlson Capital Management Llc
  Bloomington, MN
• 01/2022 → 12/2023
  Carlson Capital Management
  Bloomington, MN
• 03/2025 → Present
  Sequoia Financial Group
  Akron, OH

Previous Registrations

• 2020-10-09 → 2025-05-15
  Carlson Capital Management, Llc
  Bloomington, MN
  Northfield, MN

Designations

• Certified Financial Planner