Benjamin Robert Carlson
Financial advisor at Sequoia Financial Group, LLC · Northfield, MN
Last updated 2026-10-10
Claim your profileBenjamin Robert Carlson is a financial advisor at Sequoia Financial Group, LLC in Northfield, MN, CRD 7303717. First registered 2020-10-09.
Registration
- CRD number
- 7303717
- Registration status
- Active
- First registered
- 2020-10-09
- Years of experience
- 10
- States registered
- MN
Licenses and exams
No state licenses or exam codes are listed on the registration.
Designations
- Certified Financial Planner
Work history
- 2016-06 to 2018-10 · Aon Benfield · Bloomington, MN
- 2018-11 to 2021-12 · Carlson Capital Management, LLC · Northfield, MN
- 2024-01 to 2024-05 · Carlson Capital Management LLC · Bloomington, MN
- 2024-06 to 2025-03 · Carlson Capital Management LLC · Bloomington, MN
- 2022-01 to 2023-12 · Carlson Capital Management · Bloomington, MN
- 2025-03 to Present · Sequoia Financial Group · Akron, OH
Current employment
- Sequoia Financial Group, LLC · Akron, OH
Sequoia Financial Group, LLC
- Regulatory AUM
- $32,243,580,060
- Registered advisors
- 258
- Offices
- 81
- Clients per advisor
- 43.5 (Low)
- Average AUM per client
- $2.9M (Low)
- High-net-worth client ratio
- 40.6% (Moderate)
Sequoia Financial Group, LLC: advisors, services and reported ETF investments
Reported ETF positions
Sequoia Financial Group reports 456 ETF positions worth $10B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VTI — Vanguard Morningstar Total Stock Market ETF | $1.4B |
| IXUS — iShares Core MSCI Total International Stock ETF | $601M |
| VONG — Vanguard Russell 1000 Growth ETF | $438M |
| DFAU — Dimensional US Core Equity Market ETF | $393.2M |
| DSTL — Distillate U.S. Fundamental Stability & Value ETF | $356M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Sequoia Financial Group's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $72.3M | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $72.3M | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | FNDX — Schwab Fundamental U.S. Large Company ETF | $5.1M | Top 99.5% | Residual alpha +2.49% · Residual Sharpe 0.14 |
| Diversification Benefits | DXJ — WisdomTree Japan Hedged Equity Fund | $5.6M | Top 98.5% | Replicability (R²) 51.4% · Residual Sharpe 0.36 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Sequoia Financial Group, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pooled Investment Vehicles
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Publication of Periodicals or Newsletters
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Subscription Fees (Newsletter or Periodical)
- Fixed Fees (Other Than Subscription)
- Performance-Based Fees
Business and affiliations
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Accountant or Accounting Firm
- Insurance Company or Agency
- Sponsor or GP of Pooled Investment Vehicl
- Adviser to Any Private Fund
Location
11 Bridge Square, Northfield, MN 55057
26 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 330-375-9480
- Website: affiniafg.com
- Youtube
Official record
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