Cheryl Lynne Lutman

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

• 08/1997 → 07/2021
  Wealthstone, Inc.
  Columbus, OH
• 07/2021 → Present
  Sequoia Financial Group Llc
  Columbus, OH
• 07/2021 → Present
  Sequoia Financial Advisors Llc
  Columbus, OH

Previous Registrations

• 2017-05-19 → 2021-12-31
  Wealthstone Advisors
  Columbus, OH

Other Businesses

SEQUOIA FINANCIAL GROUP, LLC. 5000 HORIZONS DRIVE, COLUMBUS, OHIO 43220. WEALTH MANAGEMENT & FINANCIAL PLANNING. INVESTMENT RELATED. START DATE - JULY 2021. 160 - 200 HOURS PER MO. ALL DURING TRADING HOURS. POSITION - DIRECTOR, FINANCIAL ADVISOR. RECEIVES SALARY AND ELIGIBLE FOR BONUS FROM SEQUOIA FINANCIAL GROUP, LLC.

Designations

• Certified Financial Planner

Other Names

• Cheryl Lynne Benson
• Cheryl Lutman