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Lucas Jon Peterson

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 2025-05-30
  • MN RA
    APPROVED
    Since 2025-05-30

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
Student Albert Lea MN 08/2008 05/2018
Fringe Benefits Design Bloomington MN 07/2018 07/2021
Intervest International Inc Colorado Springs CO 02/2019 03/2024
Hand Securities, Inc. Houston TX 03/2022 02/2024
Onegroup Wealth Partners, Inc Bloomington MN 09/2023 02/2024
Winona State University Winona MN 08/2014 05/2018
Mortarr Albert Lea MN 06/2018 06/2018
Bpas Bloomington MN 07/2021 02/2024
Carlson Capital Management Bloomington MN 04/2024 03/2025
Sequoia Financial Group, Llc Akron OH 04/2025 Present
  • 08/2008 → 05/2018
    Student
    Albert Lea, MN
  • 07/2018 → 07/2021
    Fringe Benefits Design
    Bloomington, MN
  • 02/2019 → 03/2024
    Intervest International Inc
    Colorado Springs, CO
  • 03/2022 → 02/2024
    Hand Securities, Inc.
    Houston, TX
  • 09/2023 → 02/2024
    Onegroup Wealth Partners, Inc
    Bloomington, MN
  • 08/2014 → 05/2018
    Winona State University
    Winona, MN
  • 06/2018 → 06/2018
    Mortarr
    Albert Lea, MN
  • 07/2021 → 02/2024
    Bpas
    Bloomington, MN
  • 04/2024 → 03/2025
    Carlson Capital Management
    Bloomington, MN
  • 04/2025 → Present
    Sequoia Financial Group, Llc
    Akron, OH
Previous Registrations
  • 2024-04-18 → 2025-05-15
    Carlson Capital Management, Llc
    Northfield, MN
    Bloomington, MN
  • 2023-10-10 → 2024-02-29
    Nottingham Wealth Partners, Inc.
    Syracuse, NY
    Northfield, MN
  • 2020-12-23 → 2021-09-26
    Fbd Asset Mgmt
    Bloomington, MN
    Bloomington, MN
  • 2019-02-28 → 2020-11-03
    Intervest International, Inc.
    Minneapolis, MN
    Colorado Springs, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-02-28
  • S65 Uniform Investment Adviser Law Examination
    2019-02-28

View on SEC IAPD

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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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