Derek
Kriebel

Sequoia Financial Group, L.L.C

CRD#4286701
Investment Advisor
in Akron, OH

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About this Advisor

Derek Kriebel is a financial advisor based in Akron, Ohio, working with Sequoia Financial Group, L.L.C. Derek has previously held positions at Shields, Blice & Co, Cpas, Inc, Princor Financial Services Corporation, Alliance Financial Services, Inc, Triad Advisors, Cirrus Wealth Management, and Sequoia Financial Group, LLC. Derek has passed the Series 63 regulatory exam and is registered to provide services in Ohio. Currently, Derek is part of Sequoia Financial Group, L.L.C, which operates out of Akron, 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

Series 63

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

3500 Embassy Parkway, Suite 100
Akron, OH 44333

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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

Derek Kriebel Work History

2023 - Present (2 years)

Sequoia Financial Group, LLC

2018 - Present (7 years)

Cirrus Wealth Management

2010 - Present (15 years)

Alliance Financial Services, Inc

2005 - Present (20 years)

Princor Financial Services Corporation

2003 - Present (22 years)

Princor Financial Services Corporation

1999 - Present (26 years)

Shields, Blice & Co, Cpas, Inc

2018 - 2023 (5 years)

Triad Advisors

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Disclosures

Please visit the SEC profile of Derek Kriebel 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

Albert Yambor
Akron, OH
Jan Vecerka
Columbus, OH
William Gandert
Akron, OH
Christopher Peck
Akron, OH
Brandon Mcbride
Troy, MI
Richard Kallmeyer
Tampa, FL
Nazley Wilson
Tampa, FL
Brandon Schwab
Tampa, FL

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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