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Camila Kundele Peterson

Sequoia Financial Group, L.L.C.

Northfield, MN

Akron, OH

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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 2025-03-31
  • MN RA
    APPROVED
    Since 2025-03-31

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
Valmark Securities, Inc. Akron OH 06/2010 07/2018
Kdv Wealth Management Bloomington MN 01/2010 07/2018
Carlson Capital Management, Llc Northfield MN 08/2018 03/2025
Sequoia Financial Group Akron OH 03/2025 Present
  • 06/2010 → 07/2018
    Valmark Securities, Inc.
    Akron, OH
  • 01/2010 → 07/2018
    Kdv Wealth Management
    Bloomington, MN
  • 08/2018 → 03/2025
    Carlson Capital Management, Llc
    Northfield, MN
  • 03/2025 → Present
    Sequoia Financial Group
    Akron, OH
Previous Registrations
  • 2018-08-21 → 2025-09-10
    Carlson Capital Management, Llc
    Bloomington, MN
    Northfield, MN
  • 2013-12-10 → 2018-07-25
    Bergankdv Wealth Management, Llc
    Minneapolis, MN
    Bloomington, MN
    Bloomington, MN
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2006-02-13
  • S63 Uniform Securities Agent State Law Examination
    2006-02-13
Other Names
  • Camila Kundele Keene
  • Camila Kundele Keene Peterson

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