Aaron Michael Klein
Investment adviser representative at Sequoia Financial Group, L.L.C.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$32.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Sequoia Financial Group, L.L.C.Mar 2025 to now
- Carlson Capital Management LLCJan 2025 to Mar 2025
- Carlson Capital Management LLCFeb 2023 to Dec 2024
- Brighton JonesNov 2021 to Jan 2023
- State of Wisconsin Investment BoardJul 2018 to Nov 2021
- TIAAJun 2015 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
State registrations
Registered as an investment adviser representative in 1 state (MN).
Sequoia Financial Group, L.L.C.
Legal name: Sequoia Financial Advisors, L.L.C.
$32.2BAssets managed
11,218Clients
252Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6215215
- Firm CRD
- 117756