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Andrew Kenneth Owen

Sequoia Financial Group, L.L.C.

Northfield, MN

Akron, OH

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

3500 Embassy Parkway, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-03-31
  • MN RA
    APPROVED
    Since 2025-03-31

Branch Locations

11 Bridge Square, Northfield, MN 55057 • United States

3500 Embassy Parkway, Akron, OH 44333 • 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
Lsb Capital Management, Llc Clive IA 01/2021 03/2021
Lincoln Savings Bank Clive IA 12/2018 03/2021
Bit To Byte, Llc Ames IA 05/2018 12/2018
Miles Capital West Des Moines IA 05/2017 08/2017
Red Lobster Ames IA 01/2017 01/2020
Casey's General Store Ames IA 03/2016 01/2017
Iowa State University Ames IA 08/2015 05/2018
Lsb Capital Management, Llc Clive IA 03/2021 05/2022
Carlson Capital Management Llc Rochester MN 05/2022 12/2024
Carlson Capital Management Llc Rochester MN 01/2025 03/2025
Sequoia Financial Group, Llc Akron OH 03/2025 Present
  • 01/2021 → 03/2021
    Lsb Capital Management, Llc
    Clive, IA
  • 12/2018 → 03/2021
    Lincoln Savings Bank
    Clive, IA
  • 05/2018 → 12/2018
    Bit To Byte, Llc
    Ames, IA
  • 05/2017 → 08/2017
    Miles Capital
    West Des Moines, IA
  • 01/2017 → 01/2020
    Red Lobster
    Ames, IA
  • 03/2016 → 01/2017
    Casey's General Store
    Ames, IA
  • 08/2015 → 05/2018
    Iowa State University
    Ames, IA
  • 03/2021 → 05/2022
    Lsb Capital Management, Llc
    Clive, IA
  • 05/2022 → 12/2024
    Carlson Capital Management Llc
    Rochester, MN
  • 01/2025 → 03/2025
    Carlson Capital Management Llc
    Rochester, MN
  • 03/2025 → Present
    Sequoia Financial Group, Llc
    Akron, OH
Previous Registrations
  • 2023-11-27 → 2025-05-15
    Carlson Capital Management, Llc
    Rochester, MN
    Bloomington, MN
  • 2021-03-10 → 2021-06-18
    Lsb Wealth Management
    Ankeny, IA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-10
  • S65 Uniform Investment Adviser Law Examination
    2021-03-10
Designations
Other Names
  • Drew Kenneth Owen
  • Andrew Owen

View on SEC IAPD

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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Northfield, MN
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Northfield, MN
EDWARD JONES · NORTHFIELD, MN
WELLS FARGO CLEARING SERVICES, LLC · NORTHFIELD, MN
FIRST HEARTLAND CONSULTANTS, INC. · NORTHFIELD, MN

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