Mitchell
Kotheimer
Sequoia Financial Group, L.L.C
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About this Advisor
Mitchell Kotheimer is a financial advisor operating in Cleveland, Ohio with a total of 1 year of relevant experience. Kotheimer works at Sequoia Financial Group, L.L.C. During their career, Kotheimer has held roles at Nca Financial Planners, Park Place Technologies, Harman Construction, Drive My Way, Fowlers Mill Golf Course, Royal Alliance Associates, Inc, Notre Dame Cathedral Latin, Lake Catholic High School and John Carroll University. Kotheimer holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Ohio. Sequoia Financial Group, L.L.C is an advisory company that has its headquarters in Akron, OH. It has offices in 17 locations and a total of 212 advisors. It has $16 billion in total assets among its 19,755 client accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advice to six charitable organizations. Of its 19,755 accounts, 35% belong to high-net-worth clients who have more than $1 million in investable assets. The business provides 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 fees depend on the financial services offered. Fees billed by Sequoia Financial Group, L.L.C likely include asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Mitchell Kotheimer Work History
Mitchell has been registered as a financial advisor for 1 years.*
Nca Financial Planners
Royal Alliance Associates, Inc
Nca Financial Planners
Park Place Technologies
Harman Construction
Drive My Way
John Carroll University
Lake Catholic High School
Fowlers Mill Golf Course
Notre Dame Cathedral Latin
*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 Mitchell Kotheimer 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
Akron, OH
Akron, OH
Beachwood, OH
Akron, OH
Akron, OH
Troy, MI
Akron, OH
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.
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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.
