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Stefan Collins Christensen

Osaic Wealth, Inc.

Cedar Rapids, IA

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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 2024-09-04
  • IA RA
    APPROVED
    Since 2024-09-04

Branch Locations

4217 First Ave Se, Cedar Rapids, IA 52402 • 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
Unemployed Cedar Rapids IA 02/2023 07/2023
Impact Bnd New Haven CT 04/2022 02/2023
Greatamerica Financial Services Cedar Rapids IA 03/2018 04/2022
Cedar Rapids Toyota Hiawatha IA 08/2015 03/2018
Thrivent Investment Management Inc Cedar Rapids IA 06/2023 09/2024
Thrivent Financial Appleton WI 07/2023 01/2024
Thrivent Financial Appleton WI 01/2024 09/2024
Osaic Wealth Inc Cedar Rapids IA 09/2024 Present
  • 02/2023 → 07/2023
    Unemployed
    Cedar Rapids, IA
  • 04/2022 → 02/2023
    Impact Bnd
    New Haven, CT
  • 03/2018 → 04/2022
    Greatamerica Financial Services
    Cedar Rapids, IA
  • 08/2015 → 03/2018
    Cedar Rapids Toyota
    Hiawatha, IA
  • 06/2023 → 09/2024
    Cedar Rapids, IA
  • 07/2023 → 01/2024
    Thrivent Financial
    Appleton, WI
  • 01/2024 → 09/2024
    Thrivent Financial
    Appleton, WI
  • 09/2024 → Present
    Cedar Rapids, IA
Previous Registrations
Other Businesses

1. BRIDGEHAVEN PREGNANCY SUPPORT CENTER POSITION: Board Member NATURE: Bridgehaven Pregnancy Support Center has offered compassion, hope, and help in the circumstances before, during, and after pregnancy in the Cedar Rapids area. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 07/25/24 ADDRESS: Cedar Rapids IA 52402 DESCRIPTION: Voting on budget, mentoring staff/leadership team, attending events, and helping keep the direction of the ministry to stay focused on our core mission 2. WEALTHSTONE FINANCIAL POSITION: Agent NATURE: Insurance Agent - Sales - Investment Related INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/04/24 ADDRESS: Cedar Rapids IA 52402 DESCRIPTION: Occasionally help clients obtain life or long term care insurance 3. WEALTHSTONE FINANCIAL POSITION: Financial Advisor NATURE: Investment Advisor at WealthStone Financial INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/04/2024 ADDRESS: Cedar Rapids IA 52402 DESCRIPTION: Financial Planning, Investment Advisor 4. WEALTHSTONE FINANCIAL POSITION: Financial Advisor NATURE: Unsure. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 02/28/2025 ADDRESS: Cedar Rapids IA 52402 DESCRIPTION: As a Notary, I would assist clients in notarizing documents as needed. This is not something that is done for compensation, simply for service with clients. We do not market this service. 5. DRONE PHOTOGRAPHY POSITION: Pilot NATURE: Sole Prop. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 12/01/2021 ADDRESS: Cedar Rapids IA 52405 DESCRIPTION: I take photos of real estate with my drone. Jobs are listed on the website "Zeitview" for which I am an approved and licensed pilot. If I have time and capacity, I will accept the drone job and complete them at a time that works for me. 6. GOOD FRIDAY PRAYER BREAKFAST POSITION: Board Member NATURE: Non-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/01/24 ADDRESS: Cedar Rapids IA 52403 DESCRIPTION: help advertise for the event, and coordinate a keynote speaker, and also determine people to pray for the various leadership roles we are praying for. 7. RENTAL PROPERTY POSITION: Owner NATURE: Sole Prop INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/30/22 ADDRESS: Hiawatha IA 52233 DESCRIPTION: I own a single family rental property. I have various maintenance duties and collect rent. 8. BRIDGEHAVEN PREGNANCY CENTER POSITION: Board Member NATURE: 501c3 Non-Profit INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 7/25/24 ADDRESS: Cedar Rapids IA 52402 DESCRIPTION: Voting on budget, mentoring staff/leadership team, attending events, and helping keep the direction of the ministry to stay focused on our core mission

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-08
  • S66 Uniform Combined State Law Examination
    2023-09-08

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