Crystal Nicole Hatteberg

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars

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

Current Employers

Osaic Wealth, Inc.

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

Current Registrations

Authority	Category	Status	Date
MN	RA	APPROVED	2020-05-20

MN RA
APPROVED

Since 2020-05-20

Branch Locations

Maple Grove, MN • United States

Franklin, TN • 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
Stevens Foster Financial Advisors	Bloomington	MN	02/2011	02/2017
Advisornet Wealth Management	Miinneapolis	MN	02/2017	07/2019
Cetera Advisor Networks Llc	El Segundo	CA	09/2017	02/2019
Cetera Advisor Networks	El Segundo	CA	11/2018	02/2019
Royal Alliance Associates, Inc.	Chaska	MN	05/2020	06/2023
Eagle Creek Financial Advisors	Chaska	MN	08/2019	Present
Osaic Wealth, Inc.	Chaska	MN	06/2023	Present

02/2011 → 02/2017

Stevens Foster Financial Advisors

Bloomington, MN
02/2017 → 07/2019

Advisornet Wealth Management

Miinneapolis, MN
09/2017 → 02/2019

Cetera Advisor Networks Llc

El Segundo, CA
11/2018 → 02/2019

Cetera Advisor Networks

El Segundo, CA
05/2020 → 06/2023

Royal Alliance Associates, Inc.

Chaska, MN
08/2019 → Present

Eagle Creek Financial Advisors

Chaska, MN
06/2023 → Present

Osaic Wealth, Inc.

Chaska, MN

Previous Registrations

2018-11-16 → 2019-10-25

Cetera Wealth Services, Llc

Minnetonka, MN
2014-01-21 → 2014-07-08

Lpl Financial Llc

Bloomington, MN

Other Businesses

1. EAGLE CREEK FINANCIAL ADVISORS POSITION: Chief Operating Officer NATURE: Financial planning business DBA only INVESTMENT RELATED: Yes NUMBER OF HOURS: 128 SECURITIES TRADING HOURS: 128 START DATE: 08/01/2019 ADDRESS: 1103 Falls Curve, Chaska MN 55318, United States DESCRIPTION: oversee office functions, assist with paperwork, establish accounts, assist client prep and meetings 2. EAGLE CREEK FINANCIAL ADVISORS POSITION: Director of Operations NATURE: Financial planning business DBA only INVESTMENT RELATED: Yes NUMBER OF HOURS: 128 SECURITIES TRADING HOURS: 128 START DATE: 08/01/2019 ADDRESS: 316 Tippecanoe Dr., Franklin TN 37067, United States DESCRIPTION: oversee office functions, assist with paperwork, establish accounts, assist client prep and meetings

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-10-29
S63	Uniform Securities Agent State Law Examination	2006-09-15

S66 Uniform Combined State Law Examination

2018-10-29
S63 Uniform Securities Agent State Law Examination

2006-09-15

Other Names

Crystal Nicole Fortin
Crystal Fortin
Crystal Nicole Fortin

View on SEC IAPD