Anika Rose Hedstrom

Current Employers

Uplevel Wealth

500 Sw 116Th Ave, Suite 118, Portland, OR 97225 • United States

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2025-05-23
CA	RA	APPROVED	2025-01-07
OR	RA	APPROVED	2021-02-23

WA RA
APPROVED

Since 2025-05-23
CA RA
APPROVED

Since 2025-01-07
OR RA
APPROVED

Since 2021-02-23

Branch Locations

500 Sw 116Th Ave, Suite 118, Portland, OR 97225 • 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

Organization	City	State	From	To
Vista Capital Partners	Portland	OR	04/2015	05/2020
Uplevel Wealth Llc	Portland	OR	01/2021	Present
Self-Employed	Portland	OR	06/2020	12/2020

04/2015 → 05/2020

Vista Capital Partners

Portland, OR
01/2021 → Present

Uplevel Wealth Llc

Portland, OR
06/2020 → 12/2020

Self-Employed

Portland, OR

Previous Registrations

2015-04-16 → 2020-07-22

Vista Capital Partners, Inc.

Portland, OR
2013-07-12 → 2014-09-29

Skyoak Capital, Inc.

Las Vegas, NV

Other Businesses

Ms. Hedstrom is an independent financial journalist who will occasionally write articles containing general market commentary and financial advice, so her writing is investment-related. This business She spends less than 10% of her time (approximately 5 hours per month) and derives less than 10% of her income from this outside business activity. This business activity occurs outside of securities trading hours. She began this activity on 01/2021 and this business activity is in Portland, Oregon. Accordingly, Ms. Hedstrom's work as an author presents no conflicts of interest with our clients.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2013-07-12

S65 Uniform Investment Adviser Law Examination

2013-07-12

Designations

View on SEC IAPD