Kathryn
Senn
Sequoia Financial Group, L.L.C
Answer a few questions and
get matched with an advisor.
About this Advisor
Kathryn Senn is a financial advisor who works out of Akron, Ohio who has 3 years of industry experience. Senn is an advisor for Sequoia Financial Group, L.L.C. Over the course of their career, they have held roles at Sikich Capital Management, Waite & Son Funeral Home, Hilton Akron/Fairlawn, Macaroni Grill, Hilton Garden Inn Tampa East/Brandon, University Of South Florida, University Of Akron, Sequoia Financial Group, LLC and Sequoia Financial Advisors, LLC. Senn holds a Series 65 license, designating them as an investment advisor representative, and is registered to advise clients in Ohio. Sequoia Financial Group, L.L.C is an advisory firm operating out of Akron, OH. The firm has offices in 17 locations and a total of 212 financial advisors. It administers $16 billion in assets across its 19,755 client accounts, placing it among the biggest firms in the United States by assets under management. The firm provides services to six charities and foundations. Of its 19,755 accounts, 35% belong to high-net-worth clients who have more than $1 million in assets. Sequoia Financial Group, L.L.C offers a number of services, such as 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. Financial management fee schedules vary depending on which services the firm provides the client. Fee types billed by Sequoia Financial Group, L.L.C can be comprised of any combination of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Sequoia Financial Group, L.L.C Brokerage Details
$15,567,376,490
212
19,755
$788,022
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
Kathryn Senn Work History
Kathryn has been registered as a financial advisor for 3 years.*
Sequoia Financial Group, LLC
Sequoia Financial Advisors, LLC
Sikich Capital Management
Waite & Son Funeral Home
Hilton Akron/Fairlawn
Macaroni Grill
University Of Akron
Hilton Garden Inn Tampa East/Brandon
University Of South Florida
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kathryn Senn 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
Akron, OH
Beachwood, OH
Troy, MI
Akron, OH
Akron, OH
Akron, OH
Akron, OH
Berwyn, PA
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.