Natalie W. Stenehjem

OSAIC WEALTH | Financial Advisor, Mission Coast Financial, Inc.

San Diego, CA 92115

CRD#: 7006979

Professional summary

Natalie Weaver Stenehjem, who also goes by Natalie VIrginia Weaver, is a registered financial advisor currently at OSAIC WEALTH, INC. located in San Diego, California.

Natalie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Natalie has worked at 1 firm and has passed the Series 66, SIE, Series 7, Series 51 and Series 24 exams.

Biography

Natalie has been with Mission Coast Financial since 2018. She is fully licensed in multiple states as a financial advisor and insurance agent for the state of CA. Natalie compliments the Mission Coast team  with client support and engagement as well as managing her own clients.

She has more than a decade of experience in residential and commercial real estate transactions. Her depth of technical knowledge allows her to provide customers with fast, detailed and specific answers to their questions.

Prior to that, Natalie spent several years working in the airline industry where she held positions in compliance, customer service and quality assurance. A graduate of California State University, Monterey Bay, Natalie has a husband and two daughters In her spare time, you can find Natalie either coaching or playing on the volleyball court.

CA Insurance License #0M85124

Question & Answer

What are your service offerings?

Financial Planning,

Investment Management

Do you have an area of expertise or specialization?

Budgeting,

Cash Flow Analysis,

Customized Portfolios,

Estate Planning,

FIRE (Financial Independence R...

Real Estate (LLP, REIT's, Priv...

Retirement Planning

How do you get paid?

Commission,

% of AUM,

Hourly Charges

Are you a "fiduciary"?

Yes

Aliases

Natalie Virginia Weaver

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Natalie Weaver Stenehjem's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Natalie Weaver Stenehjem's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 6, 2018 - Present

OSAIC WEALTH, INC.

Office #1: 5481 Dorothy Dr, San Diego, CA 92115

RIA

CRD#: 23131

San Diego, CA

Current

September 6, 2018 - Present

OSAIC WEALTH, INC.

Office #1: 5481 Dorothy Dr, San Diego, CA 92115

RIA

CRD#: 23131

San Diego, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

OSAIC WEALTH, INC.

CRD#: 23131 / SEC#: 801-54859, 8-40218

RIA

Registered Investment Advisory firm - SEC (9/10/1997 Approved)

Broker-Dealer Firm Regulated by FINRA (Denver district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(1/15/2023)

Alaska
(1/15/2023)

Arizona
(1/15/2023)

Arkansas
(1/15/2023)

California
(12/6/2018)

IAR

California
(12/6/2018)

Colorado
(1/15/2023)

Connecticut
(1/15/2023)

Delaware
(1/15/2023)

District of Columbia
(1/15/2023)

Florida
(1/15/2023)

IAR

Florida
(4/18/2025)

Georgia
(1/15/2023)

Hawaii
(1/15/2023)

IAR

Hawaii
(5/5/2023)

Idaho
(1/15/2023)

IAR

Idaho
(6/13/2023)

Illinois
(1/15/2023)

Indiana
(1/15/2023)

Iowa
(1/15/2023)

Kansas
(1/15/2023)

Kentucky
(1/15/2023)

Louisiana
(1/15/2023)

Maine
(1/15/2023)

IAR

Maine
(5/5/2023)

Maryland
(1/15/2023)

Massachusetts
(1/15/2023)

Michigan
(1/15/2023)

Minnesota
(1/15/2023)

Mississippi
(1/15/2023)

Missouri
(1/15/2023)

Montana
(1/15/2023)

Nebraska
(1/15/2023)

Nevada
(1/15/2023)

New Hampshire
(1/15/2023)

New Jersey
(1/15/2023)

New Mexico
(1/15/2023)

IAR

New Mexico
(5/8/2023)

New York
(1/15/2023)

North Carolina
(1/17/2023)

North Dakota
(1/15/2023)

Ohio
(1/17/2023)

Oklahoma
(1/15/2023)

Oregon
(1/15/2023)

Pennsylvania
(1/15/2023)

Rhode Island
(1/15/2023)

South Carolina
(1/15/2023)

South Dakota
(1/15/2023)

Tennessee
(1/15/2023)

Texas
(9/9/2019)

IAR

Texas
(9/9/2019)

Utah
(1/15/2023)

Vermont
(1/15/2023)

Virginia
(1/15/2023)

Washington
(1/15/2023)

IAR

Washington
(6/13/2023)

West Virginia
(1/15/2023)

Wisconsin
(1/15/2023)

Wyoming
(1/15/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/5/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/6/2018

General Securities Representative Examination

Principal/Supervisory Exam

Series 51

Date: 4/6/2023

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 2/1/2021

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

OSAIC WEALTH, INC.

CRD#: 23131 / SEC#: 801-54859, 8-40218

RIA

Registered Investment Advisory firm - SEC (9/10/1997 Approved)

Broker-Dealer Firm Regulated by FINRA (Denver district office)

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Contact information

Main Address

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255

Mailing Address

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255

Phone number

(800) 821-5100

Established

Delaware since 08/05/1988

Firm type

Corporation

Fiscal year end

December

Firm Size

Large

# of Employees

8,717

SEC notice filing (53 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

OSAIC WEALTH, INC ADV PART 2A (10/20/2025)

SIGNATOR MANAGED ACCOUNT PLATFORM (3/31/2025)

Direct owners and executive officers

Name	Position	CRD#
OSAIC, INC.	SHAREHOLDER
CORNICK, GREGORY ALLEN	CEO, PRESIDENT, DIRECTOR	3132991
FORD, ERINN JUNE	DIRECTOR	2176816
MIHAL, SHAWN MICHAEL	SVP, CHIEF COMPLIANCE OFFICER	3262384
MITCHELL, CHRISTOPHER MILLS	CORPORATE TREASURER, FINANCIAL PRINCIPAL	2420144
PRICE, JAMES DALE	CHAIRMAN	1243224
SCHLUETER, MATTHEW ADAM	EVP, OPERATIONS AND TECHNOLOGY SOLUTIONS, DIRECTOR	2627931

Regulatory assets under management

Total Number of Accounts	797,559
AUM (Assets Under Management)	$ 200,266,275,275

Disclosures

Regulatory Event	50
Arbitration	31
Bond	7

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/14/2025	Cover Page	Report
12/18/2024	Cover Page	Report
01/26/2024	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Firm Stability Insights

Natalie W. Stenehjem

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Natalie Weaver Stenehjem's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Natalie Weaver Stenehjem's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

Primary Firm SEC Registration

OSAIC WEALTH, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 12/5/2018

SIE

Date: 10/1/2018

Series 7

Date: 9/6/2018

Series 51

Date: 4/6/2023

Series 24

Date: 2/1/2021

FINRA

Current Firm

OSAIC WEALTH, INC.

Contact information

SEC notice filing (53 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Accountant surprise examination report

Red Flags

Company Information

OSAIC WEALTH, INC.

TRUST BUT VERIFY

Contact information

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