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Ryan M Koler

Sequoia Financial Group, L.L.C.

Mayfield Heights, OH

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
OH RA APPROVED 2025-05-27
  • OH RA
    APPROVED
    Since 2025-05-27

Branch Locations

6095 Parkland Blvd., Suite 210, Mayfield Heights, OH 44124 • 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
Boston Mills/Brandywine Peninsula OH 11/2015 03/2017
Sagepoint Financial Parma Heights OH 07/2017 08/2017
Northwestern Mutual Cleveland OH 04/2019 07/2019
Koler Financial Group Parma Heights OH 05/2020 Present
High School Parma OH 08/2013 06/2017
College Columbus OH 08/2017 05/2021
Sagepoint Financial, Inc. Parma Heights OH 08/2021 09/2023
Osaic Wealth, Inc. Parma Heights OH 09/2023 05/2025
Sequoia Financial Group Akron OH 05/2025 Present
  • 11/2015 → 03/2017
    Boston Mills/Brandywine
    Peninsula, OH
  • 07/2017 → 08/2017
    Sagepoint Financial
    Parma Heights, OH
  • 04/2019 → 07/2019
    Northwestern Mutual
    Cleveland, OH
  • 05/2020 → Present
    Koler Financial Group
    Parma Heights, OH
  • 08/2013 → 06/2017
    High School
    Parma, OH
  • 08/2017 → 05/2021
    College
    Columbus, OH
  • 08/2021 → 09/2023
    Sagepoint Financial, Inc.
    Parma Heights, OH
  • 09/2023 → 05/2025
    Osaic Wealth, Inc.
    Parma Heights, OH
  • 05/2025 → Present
    Sequoia Financial Group
    Akron, OH
Previous Registrations
  • 2023-09-01 → 2025-05-06
    Osaic Wealth, Inc.
    Parma Heights, OH
  • 2021-09-28 → 2023-09-01
    Osaic Services, Inc.
    Parma Heights, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-26
  • S66 Uniform Combined State Law Examination
    2021-10-26
Designations
Other Names
  • Ryan M Koler
  • Ryan Koler

View on SEC IAPD

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Other Investors

KAREY LYNN EDWARDS
CONNOR STEVEN FIFE
KEVIN HOWARD MYEROFF
MICHAEL MARTIN WASYLYSHYN
MELANIE R. ROSS
PHILLIP BENJAMIN FRIEDMAN
ZACHARY NOAH GERBER
JENNIFER KATHRYN COLLINS

Other Offices

SEQUOIA FINANCIAL GROUP, L.L.C. · Mayfield Heights, OH
ANCORA PRIVATE WEALTH ADVISORS, LLC · CLEVELAND, OH
ANCORA ALTERNATIVES LLC · CLEVELAND, OH
ANCORA RETIREMENT PLAN ADVISORS, LLC · CLEVELAND, OH
ANCORA ADVISORS LLC · MAYFIELD HEIGHTS, OH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Mayfield Heights, OH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Mayfield Heights, OH
ST. CLAIR ADVISORS, LLC · MAYFIELD HEIGHTS, OH

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