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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-04-01 |
Branch Locations
11 Bridge Square, Northfield, MN 55057 • United States
3500 Embassy Parkway, Akron, OH 44333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carlson Capital Management | Northfield | MN | 08/1989 | Present |
| Carlson Capital Management, Llc | Northfield | MN | 11/2015 | Present |
| Sequoia Financial Group, Llc | Akron | OH | 03/2025 | Present |
PARTNER-CARLSON CAPITAL MANAGEMENT, INC., AN RIA FIRM REGISTERED WITH THE SEC. PARTNER - CARLSON CAPITAL PARTNERS, LLC, A REAL ESTATE CONCERN THAT OWNS AND LEASES REAL ESTATE. OWNER - VIAFORTE, INC., A CONCERN THAT PROVIDES INSURANCE SOLUTIONS TO INDIVIDUALS AND BUSINESS ENTITIES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-01-20 |
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