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Timothy Raymond Wojtalik

Sequoia Financial Group, L.L.C.

Boulder, CO

Akron, OH

Bsw Wealth Partners

Boulder, CO

CRD 5148474

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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
CO RA APPROVED 2026-07-14
  • CO RA
    APPROVED
    Since 2026-07-14

Branch Locations

2300 Broadway Street , Boulder, CO 80304 • United States

3500 Embassy Parkway, Akron, OH 44333 • United States

Bsw Wealth Partners

2300 Broadway Street, Boulder, CO 80304 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-12-06
CO RA APPROVED 2007-07-30
  • TX RA
    APPROVED
    Since 2023-12-06
  • CO RA
    APPROVED
    Since 2007-07-30

Branch Locations

2300 Broadway Street, Boulder, CO 80304 • 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
Bsw Wealth Partners Boulder CO 01/2016 Present
R3 Returns, Llc Boulder CO 01/2016 03/2023
Sequoia Financial Group Akron OH 07/2026 Present
  • 01/2016 → Present
    Bsw Wealth Partners
    Boulder, CO
  • 01/2016 → 03/2023
    R3 Returns, Llc
    Boulder, CO
  • 07/2026 → Present
    Sequoia Financial Group
    Akron, OH
Previous Registrations
  • 2006-10-11 → 2007-07-30
    Harvest Wealth Management
    Golden, CO
Designations
  • Certified Financial Planner

View on SEC IAPD

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