Evan Laleman

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

• 08/2025 → Present
  Sequoia Financial Group, Llc
  Akron, OH
• 04/2025 → 08/2025
  Sequoia Financial Group, Llc
  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

• Certified Financial Planner