William Hilliard Holz

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

• 05/2017 → 12/2022
  Total Lawn And Landscape Llc
  Byron, MN
• 04/2008 → 09/2024
  Student
  Duluth, MN
• 01/2023 → 05/2024
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 03/2023 → 05/2024
  Northwestern Mutual Investment Services Llc
  Duluth, MN
• 06/2024 → 04/2025
  Wells Fargo Clearing Services, Llc
  Fergus Falls, MN
• 06/2024 → 04/2025
  Wells Fargo Bank, Na
  Fergus Falls, MN
• 04/2025 → Present
  Sequoia Financial Group
  Akron, OH

Previous Registrations

• 2024-08-19 → 2025-04-08
  Wells Fargo Clearing Services, Llc
  Fergus Falls, MN
  Minneapolis, MN

Other Businesses

RSWS PROPERTIES, LLC, INVT RELATED, BYRON, MN, 5% OWNERSHIP, START DATE 1/25/2024, 1 HR PER MONTH, 0 HRS DURING TRADING, LLC HOLDS CABIN RENTAL PROPERTY.| EMILY PROPERTIES, LLC, INVT RELATED, BYRON, MN, 5% OWNERSHIP, START DATE 1/25/2024, 1 HR PER MONTH, 0 HRS DURING TRADING, LLC HOLDS CABIN RENTAL PROPERTY.| RENTAL PROPERTY; INV. RELATED; OWATONNA, MN; 5% OWNERSHIP; START DATE 1/25/2024; 1 HR PER MONTH, 0 HRS DURING TRADING.| RENTAL PROPERTY; INV. RELATED; EMILY, MN; 5% OWNERSHIP; START DATE 1/25/2024; 1 HR PER MONTH, 0 HRS DURING TRADING.| CHS INC, NOT INV RELATED, UNDERWOOD, MN, OPERATIONS SPECIALIST, START 10/2/24, End 3/26/2025, 40 HRS PER MONTH, 0 HRS DURING TRADING, UNLOADING GRAIN TRUCKS, SWEEPING UNDER DRYERS, DIRECTING TRUCKS;| VENTUREWISE PROPERTY MANAGEMENT LLC; INV RELATED; BYRON, MN; LAWN AND LANDSCAPE SERVICE; 100% OWNERSHIP; START DATE 02/24/2025; 20 HOURS PER MONTH; 0 HOURS DURING TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-19
• S63 Uniform Securities Agent State Law Examination
  2024-05-31

Other Names

• Will Holz