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Colin A. Duncan

Sequoia Financial Group, L.L.C.

Akron, OH

Rochester, MN

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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 2025-12-18
  • MN RA
    APPROVED
    Since 2025-12-18

Branch Locations

3500 Embassy Parkway, Akron, OH 44333 • United States

30 Third St., Suite 201, Rochester, MN 55904 • 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
Sequoia Financial Group, Llc Akron OH 04/2025 Present
Carlson Capital Management Rochester MN 11/2022 03/2025
Minnesota State - Mankato Mankato MN 09/2017 05/2022
Mayo Clinic Rochester MN 04/2015 11/2022
Mandell Family Rochester MN 12/2012 09/2017
  • 04/2025 → Present
    Sequoia Financial Group, Llc
    Akron, OH
  • 11/2022 → 03/2025
    Carlson Capital Management
    Rochester, MN
  • 09/2017 → 05/2022
    Minnesota State - Mankato
    Mankato, MN
  • 04/2015 → 11/2022
    Mayo Clinic
    Rochester, MN
  • 12/2012 → 09/2017
    Mandell Family
    Rochester, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-17
  • S65 Uniform Investment Adviser Law Examination
    2025-11-17

View on SEC IAPD

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