Rochester, MN Office

Team
Updated today

Client AUM

$29,850,622,403

Clients

11,064

Advisors

2

Of 241 advisors across 39 offices

Location

30 3rd Street SE, Suite 201

Rochester MN 55904

Advisors at this office

2

Advisors at this office

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Colin D

Series 65

Rochester, MN

Sequoia Financial Group, L.L.C.

Colin Duncan is a financial advisor at Sequoia Financial Group, L.L.C. He holds a Series 65 designation and has experience working at Carlson Capital Management, Minnesota State - Mankato, Mayo Clinic, and the Mandell Family. His experience in the industry began in 2025. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to individuals, charitable organizations, corporations, trusts, family offices, and other institutional clients. The firm uses a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Paige V

CFP®

Rochester, MN

Sequoia Financial Group, L.L.C.

Paige Van Dusseldorp is a CFP® professional at Sequoia Financial Group, L.L.C. with one year of industry experience. Prior to joining Sequoia, she held positions at First Citizens Bank, Waldorf University, Mercy One North Iowa, and Farmers State Bank. She serves as a board member of United Way, North Central Iowa. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by regular oversight from an Investment Policy Committee.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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