Lucas Jon Peterson
Investment adviser representative at Sequoia Financial Group, L.L.C.
18 yearsExperience
1 stateRegistered in
$32.2BFirm assets
24 yearsFirm in business
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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
18 years in the industry.
- Sequoia Financial Group, L.L.C.Apr 2025 to now
- Carlson Capital ManagementApr 2024 to Mar 2025
- Onegroup Wealth Partners, IncSep 2023 to Feb 2024
- Hand Securities, Inc.Mar 2022 to Feb 2024
- BpasJul 2021 to Feb 2024
- Intervest International IncFeb 2019 to Mar 2024
- Fringe Benefits DesignJul 2018 to Jul 2021
- MortarrJun 2018 to Jun 2018
- Winona State UniversityAug 2014 to May 2018
- StudentAug 2008 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
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
- 6994661
- Firm CRD
- 117756