Best Investors Account Sign in
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
Montessori School Of Lake Forest Lake Forest IL 05/2013 08/2017
St. Olaf College Northfield MN 09/2017 05/2019
Hammond Group Inc Hammond IN 06/2018 08/2018
Rmb Capital Chicago IL 06/2019 08/2019
Carlson Capital Management Llc Bloomington MN 06/2020 06/2023
St Olaf College Northfield MN 09/2016 05/2020
Carlson Capital Management Llc Bloomington MN 07/2023 03/2025
Sequoia Financial Group, Llc Akron OH 03/2025 Present
  • 05/2013 → 08/2017
    Montessori School Of Lake Forest
    Lake Forest, IL
  • 09/2017 → 05/2019
    St. Olaf College
    Northfield, MN
  • 06/2018 → 08/2018
    Hammond Group Inc
    Hammond, IN
  • 06/2019 → 08/2019
    Rmb Capital
    Chicago, IL
  • 06/2020 → 06/2023
    Carlson Capital Management Llc
    Bloomington, MN
  • 09/2016 → 05/2020
    St Olaf College
    Northfield, MN
  • 07/2023 → 03/2025
    Carlson Capital Management Llc
    Bloomington, MN
  • 03/2025 → Present
    Akron, OH
Previous Registrations
  • 2023-05-11 → 2025-05-15
    Carlson Capital Management, Llc
    Bloomington, MN
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Northfield, MN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor