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Kelley Grace

Sequoia Financial Group, LLC

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About Kelley Grace

Kelley Grace is an investment advisor representative at Sequoia Financial Group, LLC. Kelley is a registered investment advisor representative in Oklahoma and has passed the Series 65 exam. Kelley has also been registered as an investment advisor representative in Arizona, California, Colorado and Texas. Kelley has experience in the financial industry since 2001, working at Eide Bailly LLP and Eide Bailly Advisors, LLC. Prior to joining Sequoia Financial Group, LLC, Kelley provided investment related services at Jennings Grace Investments, LLC and PKJG Investments, LLC. Kelley is able to provide financial planning, educational seminars, portfolio management for individuals and businesses, pension consulting, and selection of other advisers.

Firm Information

Kelley Grace is currently registered with Sequoia Financial Group, LLC. Sequoia Financial Group, LLC is an investment advisor registered with the SEC. The firm provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles. They have approximately $19,964,189,243 in regulatory assets under management. The firm has offices in AKRON, OH.
Sequoia Financial Group, LLC

3500 EMBASSY PARKWAY

AKRON, OH 44333

$19.96B

Assets Under Management

100

Total Clients

126

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Kelley Grace’s Registration & Firm History

OH

09/13/2024 - Present

Sequoia Financial Group, LLC (AKRON OH)

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Licenses & Designations

IA

Issued 01/07/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kelley Grace.
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