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Benjamin William Stalheim Lane

Sequoia Financial Group, L.L.C.

Bloomington, 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 2025-06-24
  • MN RA
    APPROVED
    Since 2025-06-24

Branch Locations

1700 West 82Nd St., Suite 150, Bloomington, MN 55431 • 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
St. Olaf College Northfield MN 09/2015 05/2019
Unemployed Northfield MN 05/2019 07/2019
Carlson Capital Management, Llc Bloomington MN 07/2019 04/2025
Sequoia Financial Group Akron OH 04/2025 Present
  • 09/2015 → 05/2019
    St. Olaf College
    Northfield, MN
  • 05/2019 → 07/2019
    Unemployed
    Northfield, MN
  • 07/2019 → 04/2025
    Carlson Capital Management, Llc
    Bloomington, MN
  • 04/2025 → Present
    Sequoia Financial Group
    Akron, OH
Previous Registrations
  • 2019-09-04 → 2025-05-15
    Carlson Capital Management, Llc
    Northfield, MN
    Bloomington, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-09-04
  • S65 Uniform Investment Adviser Law Examination
    2019-09-04

View on SEC IAPD

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Other Offices

PETROS FAMILY WEALTH, LLC · BLOOMINGTON, MN
JNBA FINANCIAL ADVISORS, LLC · BLOOMINGTON, MN
DEVENIR INVESTMENT ADVISORS, LLC · BLOOMINGTON, MN
REDHAWK WEALTH ADVISORS, INC. · MINNEAPOLIS, MN
WELLS FARGO CLEARING SERVICES, LLC · BLOOMINGTON, MN
UBS FINANCIAL SERVICES INC. · BLOOMINGTON, MN
ELEVATION POINT WEALTH PARTNERS, LLC · Minneapolis, MN
OSAIC WEALTH, INC. · BLOOMINGTON, MN

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