Cheryl
Lutman

Sequoia Financial Group, L.L.C

CRD#6799649
Investment Advisor
in Columbus, OH

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About this Advisor

Cheryl Lutman is a financial advisor based in Columbus, Ohio, working with Sequoia Financial Group, L.L.C. Cheryl has previously held positions at Wealthstone, Inc, Sequoia Financial Group LLC, and Sequoia Financial Advisors LLC. Cheryl is registered to provide services in Ohio and Texas. Currently, Cheryl is part of Sequoia Financial Group, L.L.C, which operates out of Columbus, Ohio. The firm has 29 offices and 250 employees. The firm manages assets totaling $17.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Sequoia Financial Group, L.L.C includes asset-based, hourly, fixed, and performance-based fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees, Performance-based Fees

Office Location

5000 Horizons Drive
Columbus, OH 43220

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Sequoia Financial Group, L.L.C Brokerage Details

Total Assets Under Management

$17,865,170,338

OH Average: $2,106,341,625
Total Number of Employees

250

OH Average: 34
Total Number of Accounts

23,386

OH Average: 1,972
Average Account Size

$763,926

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Cheryl Lutman Work History

2021 - Present (4 years)

Sequoia Financial Group LLC

2021 - Present (4 years)

Sequoia Financial Advisors LLC

1997 - 2021 (24 years)

Wealthstone, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Cheryl Lutman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sequoia Financial Group, L.L.C

Alexander Rupert
Akron, OH
Jared Waldrup
Houston, TX
Albert Yambor
Akron, OH
Christopher Peck
Akron, OH
Connor Fife
Akron, OH
Kathryn Senn
Akron, OH
Nazley Wilson
Tampa, FL
Phillip Friedman
Cleveland, OH

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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