Evan Laleman
Investment adviser representative at Sequoia Financial Group, L.L.C.
11 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
11 years in the industry.
- Sequoia Financial Group, L.L.C.Apr 2025 to now
- Carlson Capital ManagementJun 2024 to Apr 2025
- AvantaxJan 2024 to May 2024
- Summit Wealth Advocates, LLCJun 2022 to Jan 2024
- Summit Wealth AdvocatesMay 2021 to Aug 2021
- University of St. ThomasAug 2019 to May 2022
- Canterbury ParkMay 2019 to Aug 2019
- Prior Lake High SchoolAug 2015 to May 2019
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
- 7780846
- Firm CRD
- 117756