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Justin Stets

EVP, Head of Integrated Wealth Services at Sequoia Financial Advisors

Investment adviser registrationNorthfield, MNSEC record checked 17 October 2026

12
Years in the industry
1
Years at the firm
3
Adviser firms
1
State registrations

IAPD record retrieved 17 October 2026SEC record

Justin Stets is EVP, Head of Integrated Wealth Services of Sequoia Financial Advisors, L.L.C., a Akron investment adviser managing $32.2B. Justin Stets has been registered through Sequoia Financial Advisors since 31 March 2025 and has 12 years in the industry across 3 firms.

Role at Sequoia Financial Advisors

Title on Schedule A
EVP, Head of Integrated Wealth Services
Control
Justin Stets is a control person of Sequoia Financial Advisors.
Ownership
An individual ownership band is not available in the source record.
Tenure
Justin Stets has held the filed role since April 2025.

The firm

Sequoia Financial Advisors, L.L.C.
Akron, OH

Form ADV filed 24 August 2026

$32.2B AUM11,218 clients195 advisers51 offices

Career on record

Justin Stets has been registered through Sequoia Financial Advisors since March 2025, and before that through Carlson Capital Management.

Firms and exams, newest first
  1. Sequoia Financial Group, L.l.c.Current
    – present · 2 years
    Northfield, MN · Adviser representative · Firm CRD 117756
  2. Carlson Capital Management, LLC
    – · 10 years
    Northfield, MN · Adviser representative · Firm CRD 281544
  3. Carlson Capital Management
    – · 2 years
    Northfield, MN · Adviser representative · Firm CRD 111414

Registrations and exams

Justin Stets has a current investment-adviser registration in Minnesota and has passed 0 qualifying exams.

Minnesota31 March 2025
Scope
Investment adviser representative
Status
Approved

Examinations

No examinations are on Justin Stets’s record.

Individual record

Full name
Justin Daniel Stets
CRD
4021666
Firm
Sequoia Financial Advisors, L.L.C.
Registration status
Investment adviser registration
Office
11 Bridge Square, Northfield, MN 55057

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Common questions

Where does Justin Stets work?

Justin Stets has been EVP, Head of Integrated Wealth Services of Sequoia Financial Advisors, L.L.C. since April 2025, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 24 August 2026

Is Justin Stets a financial advisor?

Yes. Justin Stets has a current investment-adviser registration in Minnesota, through Sequoia Financial Advisors since March 2025, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

How many years of experience does Justin Stets have?

Justin Stets has worked in the financial industry for 12 years as of 17 October 2026, counted from 29 January 2014, across 3 adviser firms.

Source: IAPD individual record, checked 17 October 2026

Where did Justin Stets work before Sequoia Financial Advisors?

Before Sequoia Financial Advisors, Justin Stets was registered through Carlson Capital Management, January 2014 to January 2016.

Source: IAPD individual record, checked 17 October 2026

Where is Justin Stets based?

Justin Stets’ registered office is in Northfield, MN.

Source: IAPD individual record, checked 17 October 2026

Leadership at Sequoia Financial Advisors

  • Stephanie Hanayik
    Senior Vice President, Chief Compliance Officer, Chief Risk Officer
  • Jennifer Koch
    Senior Vice President, Organizational Development
  • Michael Marhofer
    Executive Vice President, Secretary & General Counsel
  • Annelise McCauley
    President, Interim Chief Operating Officer
  • Michael Mordoh
    Vice President, Head of Operations
  • Nicholas Zamparelli
    Senior Vice President, Chief Investment Officer
  • Kevin Tichnell
    EVP, Chief Strategy & Acquisitions Officer, Interim Chief Financial Officer
  • Trevor Chuna
    Chief Technology Officer
  • Thomas Haught
    Chairman, CEO
  • Norborne Smith
    Head of Sequoia Sentinel Family Office
  • Christopher Thom
    EVP, Chief Strategy & Partnership Officer

Sources

  1. IAPD individual record, CRD 4021666. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Sequoia Financial Advisors, L.L.C., filed 24 August 2026. Title, control and ownership bands.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Justin Stets or Sequoia Financial Advisors, L.L.C. and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.