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Callie Rae Geist

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
SD RA APPROVED 2025-04-22
MN RA APPROVED 2025-03-31
  • SD RA
    APPROVED
    Since 2025-04-22
  • 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 01/2016 03/2025
Sequoia Financial Group, Llc Akron OH 03/2025 Present
Previous Registrations
  • 2015-12-15 → 2025-09-10
    Carlson Capital Management, Llc
    Bloomington, MN
    Northfield, MN
    Omaha, NE
    Sioux Falls, SD
  • 2014-01-30 → 2015-12-31
    Carlson Capital Management
    Northfield, MN
Designations
Other Names
  • Callie Rae Schons
  • Callie Rae Geist

View on SEC IAPD

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