Fargo, ND Office

Nathaniel Fritel is a Series 65-registered financial advisor with Sequoia Financial Group, L.L.C. in Fargo, ND, where he has worked since 2025. His prior experience includes roles at CHS Inc., Bell Bank, and North Dakota State University, along with five years in landscaping business management. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Bradley Kelley is a Wealth Advisor at Sequoia Financial Group, L.L.C. with 33 years of industry experience. He holds Series 63 and Series 65 designations and has held principal roles at Eide Bailly LLP since 2003, alongside ownership in ABJ Investments LLC and KBH North Shore Properties, LLC. Sequoia Financial Group provides wealth planning, investment management, and retirement-plan advisory services to a diverse client base that includes individuals, family offices, corporations, and charitable organizations. The firm employs a combination of model allocations and customized portfolios, utilizing a range of investment vehicles and maintaining an Investment Policy Committee to oversee decisions.

William Holz is a financial advisor at Sequoia Financial Group, L.L.C. in Fargo, ND, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Wells Fargo Bank, Wells Fargo Clearing, and Northwestern Mutual. Outside of finance, he was involved in a lawn and landscape business for five years. Sequoia Financial Advisors, LLC offers wealth planning, investment management, and retirement-plan advisory services to individuals, family offices, corporations, and charitable organizations. The firm employs a combination of model and custom portfolio management strategies, utilizing various investment vehicles and supported by an Investment Policy Committee, and it engages in both ETF sub-advisory and private fund management.

Tyler Purdy is a financial advisor with Sequoia Financial Group, L.L.C. in Fargo, ND. He holds a Series 65 designation and has previously worked at Eide Bailly, LLP. Tyler began his career at Sequoia Financial Group after completing five years as a full-time student. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base, including high-net-worth individuals, family offices, corporations, and charitable organizations. The firm uses a combination of model and custom portfolios, employing mutual funds, ETFs, individual securities, and alternative investments, with investment decisions supported by fundamental, technical, and cyclical analysis.

Colin Richards is a financial advisor at Sequoia Financial Group, L.L.C. with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Cetera Wealth Services and New York Life Insurance. Outside of his advisory role, Richards invests in a family-owned S-Corp managing income properties and has experience in wealth management through affiliated firms. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, family offices, corporations, and charitable organizations. The firm combines model and custom portfolio management with a range of investment vehicles, employing fundamental, technical, and cyclical research supplemented by third-party analysis and regular portfolio reviews.