Callie Rae Geist

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

• 01/2016 → 03/2025
  Carlson Capital Management, Llc
  Northfield, MN
• 03/2025 → Present
  Sequoia Financial Group, Llc
  Akron, OH

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

• Certified Financial Planner

Other Names

• Callie Rae Schons
• Callie Rae Geist