TrueAdvisor
TrueAdvisor
AH
CFP
AH
CFP

Andrew Allen Hauskins

Sequoia Financial Group, L.L.C.
11 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningEducation PlanningTax PlanningCharitable GivingBusiness OwnersHigh Net Worth
Sequoia Financial Group, L.L.C.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
207 advisors
Number of Clients
8,771 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$23.0B

Fee Structure

Location

3500 Embassy Parkway, Akron, OH, 44333

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Sequoia Financial Group, L.L.C.
March 2025 - Present · 11 mos
Previous Registrations
Carlson Capital Management, LLC
December 2015 - May 2025 · 9 yrs 5 mos
Carlson Capital Management
January 2014 - December 2015 · 1 yr 11 mos
State Registrations1 state
MN
Advisor
Exams
No exam information available for this advisor.