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Natalie Ann Ostrand

Sequoia Financial Group, L.L.C.

Bloomington, MN

Akron, OH

CRD 8002443

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Employer firm

Sequoia Financial Group, L.l.c. CRD 117756

$32.2B regulatory AUM 100 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Sequoia Financial Group, L.L.C.

3500 Embassy Parkway, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2026-06-18
  • MN RA
    APPROVED
    Since 2026-06-18

Branch Locations

1700 West 82Nd St., Suite 150, Bloomington, MN 55431 • United States

3500 Embassy Parkway, Akron, OH 44333 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sequioa Financial Group Akron OH 06/2026 Present
Unemployed Eden Prairie MN 10/2025 06/2026
Mppl Financial Duluth MN 10/2024 10/2025
North Shore Bank Duluth MN 10/2022 10/2024
Student Mahtiomedi MN 01/2016 10/2024
  • 06/2026 → Present
    Sequioa Financial Group
    Akron , OH
  • 10/2025 → 06/2026
    Unemployed
    Eden Prairie, MN
  • 10/2024 → 10/2025
    Mppl Financial
    Duluth, MN
  • 10/2022 → 10/2024
    North Shore Bank
    Duluth, MN
  • 01/2016 → 10/2024
    Student
    Mahtiomedi, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-03
  • S65 Uniform Investment Adviser Law Examination
    2026-03-03

View on SEC IAPD

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