Selene K Serkland
Investment adviser representative at Sequoia Financial Group, L.L.C.
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$32.2BFirm assets
Are you Selene K Serkland? Claim your profile
Contact this firm
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
13 years in the industry.
- Sequoia Financial Group, L.L.C.Mar 2025 to now
- Carlson Capital Management LLCJul 2023 to Mar 2025
- Carlson Capital Management LLCJun 2020 to Jun 2023
- Rmb CapitalJun 2019 to Aug 2019
- Hammond Group IncJun 2018 to Aug 2018
- St. Olaf CollegeSep 2016 to May 2020
- Montessori School of Lake ForestMay 2013 to Aug 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
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
- 7211197
- Firm CRD
- 117756