Paige Joanne Woods

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

• 02/2017 → Present
  Carlson Capital Management, Llc
  Northfield, MN
• 08/2012 → 01/2017
  Deloitte Tax Llp
  Minneapolis, MN

Previous Registrations

• 2025-03-07 → 2025-05-15
  Carlson Capital Management, Llc
  Bloomington, MN

Other Businesses

Sequoia Tax Services, Senior Director, Manager of Tax Services, full time. This business is not investment related and is a fully owned subsidiary of Sequoia Financial Group, LLC. Provides tax analysis and advice.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-02-14