Erika Mutch

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

• 11/2012 → 03/2017
  Nca Financial Planners
  Mayfield Heights, OH
• 05/2017 → 03/2022
  Petso Financial Consutlants, Llc
  Boise, ID
• 11/2014 → 04/2017
  Royal Alliance Associates, Inc.
  Mayfield Hights, OH
• 05/2017 → 03/2018
  Mutual Securities, Inc.
  Camarillo, CA
• 05/2022 → Present
  Sequoia Financial Group, L.L.C.
  Mayfield Heights, OH

Previous Registrations

• 2017-05-04 → 2022-03-28
  Petso Financial Consultants Llc
  Boise, ID
• 2014-11-17 → 2017-04-06
  Nca Financial Planners
  Mayfield Heights, OH

Other Businesses

Young Living supplement sales. I receive a monthly commission based on the amount of sales from people put under me as a consultant.

Exams

• S66 Uniform Combined State Law Examination
  2015-06-26

Designations

• Certified Financial Planner

Other Names

• Erika Catherine Voltmann
• Erika Voltmann
• Erika Catherine Mutch