Caden Boyer

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

• 05/2025 → Present
  Sequoia Financial Group
  Akron, OH
• 08/2022 → 05/2025
  Saint Mary's University Of Mn
  Winona, MN
• 05/2022 → 08/2024
  Pritchard Companies
  Clear Lake, IA
• 04/2019 → 01/2023
  Hyvee
  Mason City, IA
• 05/2015 → 04/2019
  Student
  Mason City, IA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-08-14