Selene K Serkland

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

• 05/2013 → 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
  Sequoia Financial Group, Llc
  Akron, OH

Previous Registrations

• 2023-05-11 → 2025-05-15
  Carlson Capital Management, Llc
  Bloomington, MN

Designations

• Certified Financial Planner