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RIA / WealthAdvisor13 years in industry

Grant Robert Germscheid

Advisor at SEQUOIA FINANCIAL GROUP, L.L.C.

AKRON, OH | MINNEAPOLIS, MN | Minneapolis, MN

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Search this name across graphsid dfx:ria:71970a6b-8f18-ce38-3fc7-da616c53dedf

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 0
Observed: Dec 11, 2018 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SEQUOIA FINANCIAL GROUP, L.L.C.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 2
Registered states: 1
Exams: S66
First exam: Nov 28, 2018
First registration: Dec 11, 2018
Dual registered: no
IAPD individual key: 6796264

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SEQUOIA FINANCIAL GROUP, L.L.C.	Independent wealth	May 20, 2026	n/a	yes	Minneapolis, MN\|AKRON, OH	Current employment
ALL STAR FINANCIAL	Independent wealth	Apr 25, 2024	n/a	yes	MINNEAPOLIS, MN	Current employment
BLUESTEM WEALTH PARTNERS, LLC	Independent wealth	Feb 2, 2023	Feb 23, 2024	no	MINNETONKA, MN	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Jan 14, 2022	Feb 7, 2023	no	Minnetonka, MN	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jan 4, 2021	Feb 2, 2022	no	BROOKLYN PARK, MN\|PLYMOUTH, MN	Previous registration
PFG ADVISORS	Independent wealth	Dec 2, 2019	Jan 6, 2021	no	Mankato, MN	Previous registration
SECURITIES AMERICA ADVISORS, INC.	Former SEC adviser	Dec 11, 2018	Jan 12, 2021	no	MANKATO, MN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BLUESTEM WEALTH PARTNERS, LLC	ALL STAR FINANCIAL	Feb 23, 2024	Apr 25, 2024	62	Firm change	RIA to RIA
AMERIPRISE FINANCIAL SERVICES, LLC	BLUESTEM WEALTH PARTNERS, LLC	Feb 7, 2023	Feb 2, 2023	-5	Firm change	Ibd to new firm
LPL FINANCIAL LLC	AMERIPRISE FINANCIAL SERVICES, LLC	Feb 2, 2022	Jan 14, 2022	-19	Firm change	Ibd to ibd
SECURITIES AMERICA ADVISORS, INC.	PFG ADVISORS	Jan 12, 2021	Dec 2, 2019	-407	Firm change after gap	Ibd to RIA
PFG ADVISORS	LPL FINANCIAL LLC	Jan 6, 2021	Jan 4, 2021	-2	Firm change	RIA to ibd

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
6363:324489:MN:2023-02-03	Feb 7, 2023	Feb 2, 2023	MINNETONKA, MN	Firm change

Relationships

Registered with (7)

→ SEQUOIA FINANCIAL GROUP, L.L.C.Registered adviserregistration: current employment
May 20, 2026 to presentfactForm ADV
→ ALL STAR FINANCIALRegistered adviserregistration: current employment
Apr 25, 2024 to presentfactForm ADV
→ BLUESTEM WEALTH PARTNERS, LLCRegistered adviserregistration: previous registration
Feb 2, 2023 to Feb 23, 2024factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Jan 14, 2022 to Feb 7, 2023factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jan 4, 2021 to Feb 2, 2022factForm ADV
→ SECURITIES AMERICA ADVISORS, INC.Registered adviserregistration: previous registration
Dec 11, 2018 to Jan 12, 2021factForm ADV
→ PFG ADVISORSRegistered adviserregistration: previous registration
Dec 2, 2019 to Jan 6, 2021factForm ADV

Dated events

Occurred
Feb 23, 2024
Advisor changed firm
Grant Robert Germscheid left Bluestem Wealth Partners, Llc for All Star Financial (registered 2024-04-25)
Form ADVobserved 6 days ago
Occurred
Feb 7, 2023
Advisor changed firm
Grant Robert Germscheid left Ameriprise Financial Services, Llc for Bluestem Wealth Partners, Llc (registered 2023-02-02)
Form ADVobserved 6 days ago
Occurred
Feb 2, 2022
Advisor changed firm
Grant Robert Germscheid left Lpl Financial Llc for Ameriprise Financial Services, Llc (registered 2022-01-14)
Form ADVobserved 6 days ago