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Aaron Michael Klein

Sequoia Financial Group, L.L.C.

Akron, OH

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

Branch Locations

3500 Embassy Parkway, Akron, OH 44333 • United States

11 Bridge Square, Northfield, MN 55057 • 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
Brighton Jones Minneapolis MN 11/2021 01/2023
Tiaa Charlotte NC 06/2015 07/2018
State Of Wisconsin Investment Board Madison WI 07/2018 11/2021
Carlson Capital Management Llc Bloomington MN 02/2023 12/2024
Carlson Capital Management Llc Bloomington MN 01/2025 03/2025
Sequoia Financial Group, Llc Akron OH 03/2025 Present
  • 11/2021 → 01/2023
    Brighton Jones
    Minneapolis, MN
  • 06/2015 → 07/2018
    Tiaa
    Charlotte, NC
  • 07/2018 → 11/2021
    State Of Wisconsin Investment Board
    Madison, WI
  • 02/2023 → 12/2024
    Carlson Capital Management Llc
    Bloomington, MN
  • 01/2025 → 03/2025
    Carlson Capital Management Llc
    Bloomington, MN
  • 03/2025 → Present
    Sequoia Financial Group, Llc
    Akron, OH
Previous Registrations
  • 2023-03-13 → 2025-05-15
    Carlson Capital Management, Llc
    Bloomington, MN
  • 2021-12-01 → 2023-01-31
    Brighton Jones Llc
    Seattle, WA
    Minneapolis, MN
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-07-31
  • S63 Uniform Securities Agent State Law Examination
    2013-07-31
Designations
Other Names
  • Aaron Klein

View on SEC IAPD

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SEAN MICHAEL HOUSTON
JOSEPH PAUL D'ANNIBALLE

Other Offices

CETERA INVESTMENT ADVISERS LLC · AKRON, OH
ON INVESTMENT MANAGEMENT CO · AKRON, OH
CONCURRENT INVESTMENT ADVISORS, LLC · Akron, OH
AMERIPRISE FINANCIAL SERVICES, LLC · Fairlawn, OH
CETERA INVESTMENT ADVISERS LLC · FAIRLAWN, OH
VALMARK ADVISERS, INC. · Akron, OH
VALMARK ADVISERS, INC. · Fairlawn, OH
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