Connor Aaron Misch

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

• 03/2020 → 12/2022
  Carlson Capital Management, Llc
  Rochester, MN
• 01/2023 → 03/2025
  Carlson Capital Management, Llc
  Rochester, MN
• 06/2017 → 02/2020
  Federated Insurance Company
  Owatonna, MN
• 09/2013 → 05/2017
  University Of Wi, Eau Claire
  Eau Claire, WI
• 03/2025 → Present
  Sequoia Financial Group, Llc
  Akron, OH

Previous Registrations

• 2025-02-26 → 2025-05-15
  Carlson Capital Management, Llc
  Rochester, MN

Other Businesses

Realtor, working with clients to buy/sell houses. Works under brokerage Coldwell Banker.

Designations

• Certified Financial Planner
• Chartered Financial Consultant