Best Investors Account Sign in
Current Employers
Sequoia Financial Group, L.L.C.

3500 Embassy Parkway, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-08-22
  • MN RA
    APPROVED
    Since 2025-08-22

Branch Locations

1700 West 82Nd St., Suite 150, Bloomington, MN 55431 • 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
Sequoia Financial Group, Llc Akron OH 08/2025 Present
Sequoia Financial Group, Llc Akron OH 04/2025 08/2025
Carlson Capital Management Bloomington MN 06/2024 04/2025
Avantax Dallas TX 01/2024 05/2024
Summit Wealth Advocates, Llc Prior Lake MN 06/2022 01/2024
Summit Wealth Advocates Prior Lake MN 05/2021 08/2021
University Of St. Thomas St. Paul MN 08/2019 05/2022
Prior Lake High School Savage MN 08/2015 05/2019
Canterbury Park Shakopee MN 05/2019 08/2019
  • 08/2025 → Present
    Akron, OH
  • 04/2025 → 08/2025
    Akron, OH
  • 06/2024 → 04/2025
    Carlson Capital Management
    Bloomington, MN
  • 01/2024 → 05/2024
    Avantax
    Dallas, TX
  • 06/2022 → 01/2024
    Summit Wealth Advocates, Llc
    Prior Lake, MN
  • 05/2021 → 08/2021
    Summit Wealth Advocates
    Prior Lake, MN
  • 08/2019 → 05/2022
    University Of St. Thomas
    St. Paul, MN
  • 08/2015 → 05/2019
    Prior Lake High School
    Savage, MN
  • 05/2019 → 08/2019
    Canterbury Park
    Shakopee, MN
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Bloomington, MN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor