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Richard M Kallmeyer

Sequoia Financial Group, LLC

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About Richard M Kallmeyer

Richard Kallmeyer is an Investment Advisor Representative, registered with the state of Florida and associated with Sequoia Financial Group, LLC. Richard specializes in providing financial planning, portfolio management, and pension consulting services to a diverse range of clients. Richard has been in the financial services industry since 2014 and is committed to helping individuals and families achieve their financial goals. Richard is committed to providing personalized service and a comprehensive approach to wealth management.

Firm Information

Richard Kallmeyer 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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Richard Kallmeyer’s Registration & Firm History

FL

05/15/2023 - Present

Sequoia Financial Group, LLC (Tampa FL)

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Licenses & Designations

IA

Issued 11/30/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard M Kallmeyer.
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