Christopher Richard Fencl

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

• 05/2015 → 12/2016
  Protiviti
  Minneapolis, MN
• 04/2017 → 10/2018
  Robert Half Mgmt.
  Minneapolis, MN
• 10/2018 → 12/2024
  Trunorth Wealth Partners
  St. Paul, MN
• 01/2017 → 03/2017
  Unemployed
  St. Paul, MN
• 01/2025 → 03/2025
  Carlson Capital Management Llc
  Bloomington, MN
• 03/2025 → Present
  Sequoia Financial Group, Llc
  Akron, OH

Previous Registrations

• 2025-01-23 → 2025-05-15
  Carlson Capital Management, Llc
  Northfield, MN
  Bloomington, MN
• 2019-05-14 → 2024-12-03
  Grandview Delight, Llc
  St. Paul, MN

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-04-01

Designations

• Certified Financial Planner