Natalie Weaver Stenehjem

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2015 → Present
  Big Block Realty
  San Diego, CA
• 08/2018 → 08/2023
  Royal Alliance
  Monterey, CA
• 08/2023 → Present
  Osaic Wealth, Inc. Dba Mission Coast Financial
  San Diego, CA

Other Businesses

1. LPT REALTY POSITION: Realtor NATURE: I sell Residential Real Estate. INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 40 START DATE: 06/14/2003 ADDRESS: 10620 Treena Suite 230, Suite 230, San Diego CA 92131, United States DESCRIPTION: I help buyers and sellers buy and sell residential real estate. 2. STARLINGS MISSION TRAILS VOLLEYBALL POSITION: Coach NATURE: It is a non-profit volleyball club for girls. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2020 ADDRESS: 7735 Larchwood Way, San Diego CA 92020, United States DESCRIPTION: I coach a Junior High level volleyball team that my daughter participates in. 3. RENTAL PROPERTY POSITION: owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/18/2021 ADDRESS: 5481 Dorothy Dr., San Diego CA 92115, United States DESCRIPTION: We have a back house that we rent out as a short-term rental. 4. MISSION COAST FINANCIAL POSITION: Financial Advisor NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/30/2019 ADDRESS: 5481 Dorothy dr, San Diego CA 92115, United States DESCRIPTION: Financial Advisor, this is the dba for the firm that I work for. 5. LIFE INSURANCE POSITION: Insurance Agent NATURE: Life Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 09/30/2019 ADDRESS: 5481 Dorothy Dr, San Diego CA 92115, United States DESCRIPTION: Life Insurance Agent, primarily to be able to offer Variable Annuities to clients.

Exams

• S66 Uniform Combined State Law Examination
  2018-12-05

Other Names

• Natalie Virginia Weaver