Financial ADVSR advisor directory · SEC adviser records
Sequoia Financial Group, L.L.C. financial advisors in Bloomington, MN
Every SEC-registered investment adviser representative at a Sequoia Financial Group, L.L.C. office in Bloomington, A to Z.
The short answer
13 registered advisors work at Sequoia Financial Group, L.L.C. in Bloomington, out of 232 at the firm nationwide; it ranks number 15 in the city by advisors. 5 list the CFP designation and 0 are also registered broker representatives.
Sequoia Financial Group, L.L.C. advisors in Bloomington, A to Z
Every Sequoia Financial Group, L.L.C. advisor →- Caden BoyerInvestment adviser rep
- Lane D. ChristensenCertified Financial Planner
- Kevin M. GreenInvestment adviser rep
- Matthew T. HadleyCertified Financial Planner
- Evan LalemanCertified Financial Planner
- Benjamin W. LaneInvestment adviser rep
- Landon LantzCertified Financial Planner
- Joshua R. LesterInvestment adviser rep
- Zachery R. MooreInvestment adviser rep
- Natalie A. OstrandInvestment adviser rep
- Avery SlotsveCertified Financial Planner
- Isabella G. SwansonInvestment adviser rep
- Paige J. WoodsInvestment adviser rep
Sequoia Financial Group, L.L.C. advisors in every city and state →Sequoia Financial Group, L.L.C.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Sequoia Financial Group, L.L.C. advisors in other cities
Akron, OH 109Northfield, MN 15Tampa, FL 13Berwyn, PA 10Mayfield Heights, OH 9Troy, MI 8Beachwood, OH 5Boulder, CO 5Dublin, OH 5Burlington, MA 4Minneapolis, MN 4Phoenix, AZ 3Charleston, SC 2Cottonwood Heights, UT 2Denver, CO 2
Other firms in Bloomington
All Bloomington advisors →Wells Fargo Clearing Services, LLC 61Morgan Stanley 43LPL Financial LLC 41UBS Financial Services Inc. 33Jnba Financial Advisors, LLC 28Merrill Lynch, Pierce, Fenner & Smith Incorporated 21Creative Planning 16Northwestern Mutual Investment Services, LLC 15Ameriprise Financial Services, LLC 13Edward Jones 13Mariner 13Boyum Wealth Architects LLC 11
Questions
How many financial advisors does Sequoia Financial Group, L.L.C. have in Bloomington?
13 investment adviser representatives are registered at Sequoia Financial Group, L.L.C. offices in Bloomington, Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 232 nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Is Sequoia Financial Group, L.L.C. one of the largest advisor employers in Bloomington?
Sequoia Financial Group, L.L.C. ranks number 15 in Bloomington by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 61.
How do I check a Sequoia Financial Group, L.L.C. advisor in Bloomington?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Sequoia Financial Group, L.L.C. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.