Cody William Warren

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

• 06/2021 → 03/2025
  Carlson Capital Management
  Northfield, MN
• 04/2018 → 05/2021
  Wells Fargo Bank, Na
  Minneapolis, MN
• 06/2017 → 04/2018
  Us Bank, Na
  Minneapolis, MN
• 10/2014 → 06/2017
  Accredited Investors, Inc.
  Edina, MN
• 03/2025 → Present
  Sequoia Financial Group
  Akron, OH

Previous Registrations

• 2021-07-19 → 2025-05-15
  Carlson Capital Management, Llc
  Northfield, MN
  Bloomington, MN

Other Businesses

Adjunct Instructor: Minnesota State University, Mankato (not investment-related)

Designations

• Certified Financial Planner

Other Names

• Cody William Warren
• Cody William Tresselt-Warren