Advisor at Sequoia Financial Group, L.L.C.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Sequoia Financial Group, L.L.C.
Location
Northfield, MN 55057
Credentials
Series 63
Industry experience
12 years
Gregory Carlson is a financial advisor with Sequoia Financial Group, L.L.C. He holds a Series 63 designation and has 12 years of industry experience. He has been involved with Carlson Capital Management, LLC since 2015 and Carlson Capital Management since 1987. Outside of his advisory work, he is a partner in Carlson Capital Partners, a real estate firm, and owns Viaforte, Inc., a company that provides insurance solutions. Sequoia Financial Advisors, LLC offers wealth planning, investment management, and retirement-plan and business-consulting services to individuals, charitable organizations, corporations, trusts, family offices, and other institutional clients. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.
Based on Sequoia Financial Group, L.L.C.
Based on Sequoia Financial Group, L.L.C.
Financial planning fees may be flat fees starting at $1,500 and up depending on plan type and complexity.
Financial planning fees can be charged hourly based on scope and agreed in writing.
Performance fees charged for one private fund (Focus Fund) and a separate client account under legacy arrangements.
Wealth Planning Services plan updates and monitoring fees may be fixed retainer fees; fees are negotiable and communicated in written agreements.
Minimum fee: Wealth Planning Service Fees starting at $1,500 for Financial Independence Plan; up to $10,000 or negotiated for Wealth Management Plan; Trustee Support Services set-up fee up to $2,500
11 Bridge Square
Northfield, MN 55057
Minnesota
Carlson Capital Management, LLC
2015 - Present (11 years)
Carlson Capital Management
1987 - Present (39 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Faribault, MN
Dornbusch Asset Management
Series 63, Series 66
Elko, MN
Family Wealth Management
CFP®, Series 65
Northfield, MN
Wealth Span Capital Management
Series 66
Elko New Market, MN
NextGen Financial Advice LLC
CFP®, Series 63, Series 65
Northfield, MN
Sequoia Financial Group, L.L.C.
CFP®
Northfield, MN
Sequoia Financial Group, L.L.C.
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