Robert Dennis Lyman

ChFC

42 Years of Experience

6 DisclosuresBrokerSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningFinancial Planning & CoachingReal Estate InvestingInsurance PlanningHigh Net WorthBusiness Owners

Sequoia Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

16 advisors

Number of Clients

1,550 clients

Average Client Portfolio

$332K average

Assets Under Management

$514.3M

Fee Structure

Minimum Investment:$100K

Location

200 Applebee St, Suite 208, Barrington, IL, 60010

Get directions

History

Regulatory History (6)

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Judgment / Lien

January 2025

Judgment / Lien

December 2024

Judgment / Lien

September 2024

Judgment / Lien

August 2022

Judgment / Lien

August 2021

Financial

February 2019

Pending

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Robert is a board member for Friends of Shalom for Uganda, dedicating minimal time. He also provides investment advisory services through Sequoia Wealth Management, spending nearly full-time on this. Robert also works with Sequoia Financial Planning and Sequoia Financial Network, an insurance agency selling life, disability, long-term care, and fixed annuity products.