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William Hilliard Holz

Sequoia Financial Group, L.L.C.

Akron, OH

Fargo, ND

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Current Employers
Sequoia Financial Group, L.L.C.

3500 Embassy Parkway, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
ND RA APPROVED 2025-04-15
  • ND RA
    APPROVED
    Since 2025-04-15

Branch Locations

3500 Embassy Parkway, Akron, OH 44333 • United States

4310 17Th Ave. S., Fargo, ND 58103 • 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
Total Lawn And Landscape Llc Byron MN 05/2017 12/2022
Student Duluth MN 04/2008 09/2024
Northwestern Mutual Life Insurance Company Milwaukee WI 01/2023 05/2024
Northwestern Mutual Investment Services Llc Duluth MN 03/2023 05/2024
Wells Fargo Clearing Services, Llc Fergus Falls MN 06/2024 04/2025
Wells Fargo Bank, Na Fergus Falls MN 06/2024 04/2025
Sequoia Financial Group Akron OH 04/2025 Present
  • 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
    Fergus Falls, MN
  • 06/2024 → 04/2025
    Wells Fargo Bank, Na
    Fergus Falls, MN
  • 04/2025 → Present
    Sequoia Financial Group
    Akron, OH
Previous Registrations
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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-19
S63 Uniform Securities Agent State Law Examination 2024-05-31
  • S65 Uniform Investment Adviser Law Examination
    2024-08-19
  • S63 Uniform Securities Agent State Law Examination
    2024-05-31
Other Names
  • Will Holz

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