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Inactive

Kim Diemer Wurl

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, Llc Bloomington MN 06/2018 03/2025
White Oaks Wealth Advisors Minneapolis MN 06/2017 08/2017
Texas Tech University Lubbock TX 08/2016 05/2018
Sequoia Financial Group Akron OH 03/2025 Present
  • 06/2018 → 03/2025
    Carlson Capital Management, Llc
    Bloomington, MN
  • 06/2017 → 08/2017
    White Oaks Wealth Advisors
    Minneapolis, MN
  • 08/2016 → 05/2018
    Texas Tech University
    Lubbock, TX
  • 03/2025 → Present
    Sequoia Financial Group
    Akron, OH
Previous Registrations
  • 2020-10-08 → 2025-05-15
    Carlson Capital Management, Llc
    Bloomington, MN
    Northfield, MN
Designations
Other Names
  • Kim Nicole Diemer

View on SEC IAPD

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Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Northfield, MN
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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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