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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 2025-04-01
  • MN RA
    APPROVED
    Since 2025-04-01

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

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Northfield, MN

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