Advisor at Sequoia Financial, LLC
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, LLC
Location
Visalia, CA 93291
Credentials
Series 65
Industry experience
6 years
Schad Ten Broeck is a financial advisor at Sequoia Financial, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Sequoia Financial since 2019. In addition to his advisory role, he owns and operates Tenbroeck Insurance Services, an insurance agency. Sequoia Financial serves individual and high-net-worth clients by providing financial planning, investment management, and consulting, including non-ERISA retirement plan consulting. The firm uses asset allocation and modern portfolio theory to construct portfolios and offers discretionary management through a wrap-fee platform.
Based on Sequoia Financial, LLC
Based on Sequoia Financial, LLC
$0 - $999,999: 1.00% $1,000,000 - $1,999,999: 0.75% $2,000,000+: 0.65%
$100/hour for financial planning services
Account minimum: $100,000
204 North Floral Ave, Suite A
Visalia, CA 93291
Sequoia Financial, LLC
2019 - Present (7 years)
Teksystems
2018 - 2018 (1 year)
Schad Tenbroeck Companies dba Tenbroeck Insurance Services
2016 - Present (10 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.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
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.
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 66
Visalia, CA
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Series 63, Series 65
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Series 65
Visalia, CA
Gilman Harris Travioli Slover Accountancy Corporation
Series 65
Visalia, CA
Molano Wealth Management
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