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John Ostrand
CFP®, CTFA®, CAP®
Senior Vice President, Regional Group Lead
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About John
John Ostrand serves as Senior Vice President, Regional Group Lead for Sequoia Financial Group.
John has more than 25 years of experience in the financial services industry. He began his career with Charles Schwab & Co. at the St. Paul, Minnesota, branch, and held roles with progressive responsibility leading to his position as Vice President and Branch Manager which he held for eight years. In that role, John worked directly with clients and their families on all aspects of wealth management, while leading successful teams of advisors. His business development acumen earned him the Chairman’s Club Platinum Award. While at Schwab, John led the efforts to open and manage the offices in St. Paul as well as Rochester, Minnesota, and Sioux Falls, South Dakota.
Next, John transitioned to serving clients with trust administration and portfolio management. From there, John served in a Senior Vice President and Managing Director role, where he spent six years serving clients and leading the Trust Fiduciary teams for the Minneapolis St. Paul markets of a large national banking institution. His professional experience includes working with clients on all aspects of wealth management and financial planning, and managing teams of financial professionals in their service to clients.
CFP Board owns the marks CERTIFIED FINANCIAL PLANNER™ in the U.S.
Accreditation & Education
St. Cloud State University, Bachelor’s in finance.
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John grew up in Scandia, Minnesota. Now, he and his wife live in Minnesota and have two daughters.
John’s involvement in the community has included active engagement with the YMCA-Twin Cities, Northeast branch where he served on the board for a number of years and continues on as a legacy board member. When not at work, John enjoys family time at the cabin near the Brainerd lakes area, as well as hunting and fishing.
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John Ostrand, CFP®, CTFA®, CAP®
Senior Vice President, Regional Group Lead
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