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Karen Louise Van De Steeg

Osaic Wealth, Inc.

Dakota Dunes, SD

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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 2024-01-19
SD RA APPROVED 2024-01-19
  • IA RA
    APPROVED
    Since 2024-01-19
  • SD RA
    APPROVED
    Since 2024-01-19

Branch Locations

350 Oak Tree Lane Suite 150, Dakota Dunes, SD 57049 • 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
Sterk Financial Services Dakota Dunes SD 07/2022 Present
Sanford Medical Center Sioux Falls SD 07/2018 07/2022
Siouxland Regional Cancer Center Sioux City IA 10/1996 07/2018
Woodbury Financial Services Inc Dakota Dunes SD 08/2022 01/2024
Osaic Wealth, Inc. Dakota Dunes SD 01/2024 Present
  • 07/2022 → Present
    Sterk Financial Services
    Dakota Dunes, SD
  • 07/2018 → 07/2022
    Sanford Medical Center
    Sioux Falls, SD
  • 10/1996 → 07/2018
    Siouxland Regional Cancer Center
    Sioux City, IA
  • 08/2022 → 01/2024
    Woodbury Financial Services Inc
    Dakota Dunes, SD
  • 01/2024 → Present
    Dakota Dunes, SD
Previous Registrations
  • 2022-10-04 → 2024-01-19
    Woodbury Financial Services, Inc.
    Dakota Dunes, SD
Other Businesses

1. GIRLS INC. POSITION: Director NATURE: Not-for-profit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/14/2023 ADDRESS: 500 Main Street, Sioux City IA 51103, United States DESCRIPTION: I serve on this not-for-profit organization's board of directors. We are responsible for governance of the organization, hiring and evaluating the executive director, assisting with fund raising, strategic planning and marketing. 2. SIOUXLAND COMMUNITY FOUNDATION POSITION: Director NATURE: Not-for-profit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 505 5th Street, Suite 412, Sioux City IA 51101, United States DESCRIPTION: I am a member of the not-for-profit organization's board of directors. We are responsible for governance; hiring, evaluating and firing of the executive director; approving grants and scholarships; marketing and planning. 3. SIOUXLAND COMMUNITY FOUNDATION POSITION: Director NATURE: Not-for-profit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 4425 Singing Hills Blvd, Ste 100, Sioux City IA 51106, United States DESCRIPTION: I am a member of the not-for-profit organization's board of directors. We are responsible for governance; hiring, evaluating and firing of the executive director; approving grants and scholarships; marketing and planning. 4. STERK FINANCIAL SERVICES POSITION: Registered Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 12/06/2022 ADDRESS: 350 Oak Tree Lane, Suite 150, Dakota Dunes SD 57049-5457, United States DESCRIPTION: Insurance

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-30
  • S66 Uniform Combined State Law Examination
    2022-09-30
Other Names
  • Karen Louise Aldrich
  • Karen Louise Forneris

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