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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2025-04-01
  • IA RA
    APPROVED
    Since 2025-04-01

Branch Locations

Tempe, AZ • United States

5245 Centennial Blvd Suite 104, Colorado Springs, CO 80919 • United States

425 Second Street Se Suite 365, Cedar Rapids, IA 52401 • 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
The Vanguard Group, Inc. Scottsdale AZ 02/2024 12/2024
Daily Drip Scottsdale AZ 07/2023 08/2023
Self Employed Scottsdale AZ 10/2023 01/2024
Self Employed Iowa City IA 11/2021 05/2023
Steele Wealth Management Cedar Rapids IA 01/2020 03/2023
Helping Hands Iowa City IA 11/2019 03/2020
Fruitzen Cedar Rapids IA 05/2014 09/2016
University Of Iowa Iowa City IA 08/2018 01/2022
Kennedy High School Cedar Rapids IA 08/2014 05/2018
University Of Iowa Bilbao 01/2022 05/2022
University Of Iowa Iowa City IA 05/2022 12/2022
Steele Wealth Management Cedar Rapids IA 01/2025 Present
Osaic Wealth, Inc Cedar Rapids IA 01/2025 Present
Mountainside Fitness Phoenix AZ 01/2025 08/2026
  • 02/2024 → 12/2024
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 07/2023 → 08/2023
    Daily Drip
    Scottsdale, AZ
  • 10/2023 → 01/2024
    Self Employed
    Scottsdale, AZ
  • 11/2021 → 05/2023
    Self Employed
    Iowa City, IA
  • 01/2020 → 03/2023
    Steele Wealth Management
    Cedar Rapids, IA
  • 11/2019 → 03/2020
    Helping Hands
    Iowa City, IA
  • 05/2014 → 09/2016
    Fruitzen
    Cedar Rapids, IA
  • 08/2018 → 01/2022
    University Of Iowa
    Iowa City, IA
  • 08/2014 → 05/2018
    Kennedy High School
    Cedar Rapids, IA
  • 01/2022 → 05/2022
    University Of Iowa
    Bilbao
  • 05/2022 → 12/2022
    University Of Iowa
    Iowa City, IA
  • 01/2025 → Present
    Steele Wealth Management
    Cedar Rapids, IA
  • 01/2025 → Present
    Cedar Rapids, IA
  • 01/2025 → 08/2026
    Mountainside Fitness
    Phoenix, AZ
Other Businesses

1. NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS (City/State): TEMPE, AZ POSITION: N/A START DATE: 09/2023 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY 2. STEELE WEALTH MANAGEMENT POSITION: Registered Administrative Assistant NATURE: Wealth management INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 01/01/2025 ADDRESS: 425 Second Street SE, Suite 365, Cedar Rapids IA 52401 DESCRIPTION: Administrative duties to a financial advisor

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-31
S63 Uniform Securities Agent State Law Examination 2024-04-24
  • S66 Uniform Combined State Law Examination
    2025-03-31
  • S63 Uniform Securities Agent State Law Examination
    2024-04-24
Other Names
  • Isabella Steele
  • Bella Rae Steele
  • Bella Steele

View on SEC IAPD

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