Avery Slotsve

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

• 04/2025 → Present
  Sequoia Financial Group, Llc
  Akron, OH
• 06/2023 → 03/2025
  Carlson Capital Management
  Bloomington, MN
• 08/2020 → 05/2023
  University Of Minnesota - Duluth
  Duluth, MN
• 09/2014 → 05/2020
  Hinckley - Finlayson High School
  Hinckley, MN
• 05/2020 → 08/2020
  Petry's Bait
  Finlayson, MN

Designations

• Certified Financial Planner

Other Names

• Avery Degerstrom