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Adam P Hoffmann

Sequoia Financial Group, L.L.C.

Northfield, MN

Akron, OH

CRD 6293141

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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:

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
Carlson Capital Management, Llc Northfield MN 11/2015 09/2018
Carlson Capital Management, Llc Northfield MN 09/2018 03/2025
Sequoia Financial Group, Llc Akron OH 03/2025 Present
  • 11/2015 → 09/2018
    Carlson Capital Management, Llc
    Northfield, MN
  • 09/2018 → 03/2025
    Carlson Capital Management, Llc
    Northfield, MN
  • 03/2025 → Present
    Sequoia Financial Group, Llc
    Akron, OH
Previous Registrations
  • 2015-12-17 → 2025-05-15
    Carlson Capital Management, Llc
    Northfield, MN
  • 2014-01-29 → 2015-12-31
    Carlson Capital Management
    Northfield, MN
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Investors

CAMILA KUNDELE PETERSON
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Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Northfield, MN
EDWARD JONES · NORTHFIELD, MN
EDWARD JONES · Northfield, MN

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