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Cody William Warren

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

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

More in Northfield, MN

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