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Benjamin Robert Carlson

Sequoia Financial Group, L.L.C.

Akron, OH

Northfield, MN

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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

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

View on SEC IAPD

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