Abra Sue Kramas

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

• 01/2015 → 04/2018
  Minnesota Life Ins Co
  St Paul, MN
• 01/2015 → 04/2018
  Securian Financial Services, Inc
  St Paul, MN
• 05/2018 → 03/2025
  Carlson Capital Management Llc
  Northfield, MN
• 03/2025 → Present
  Sequoia Financial Group
  Akron, OH

Previous Registrations

• 2021-08-26 → 2025-05-15
  Carlson Capital Management, Llc
  Northfield, MN
• 2011-11-28 → 2014-01-21
  Associated Investment Services, Inc.
  West St. Paul, MN

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-09-29
• S63 Uniform Securities Agent State Law Examination
  2010-04-17

Designations

• Certified Financial Planner

Other Names

• Abbi Sue Kramas