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Calista Lee Bergstrom

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
TX RA APPROVED 2026-01-02
IA RA APPROVED 2024-11-07
  • TX RA
    APPROVED
    Since 2026-01-02
  • IA RA
    APPROVED
    Since 2024-11-07

Branch Locations

151 5Th Ave Se Suite 300, 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
Ameriprise Financial Services, Llc Cedar Rapids IA 02/2024 10/2024
Apex Park And Recreation District Arvada CO 05/2016 08/2021
U.S, Nameplate Mt. Vernon IA 10/2022 10/2023
Scorz Bar And Grill Mt. Vernon IA 08/2020 10/2023
Lakewood Bar And Grill Lakewood CO 05/2020 10/2023
Lisbon Early Childrens Center Lisbon IA 08/2020 05/2021
Full Time Student Arvada CO 01/2014 05/2023
Unemployed Arvada CO 10/2023 02/2024
Osaic Wealth, Inc Cedar Rapids IA 11/2024 Present
  • 02/2024 → 10/2024
    Cedar Rapids, IA
  • 05/2016 → 08/2021
    Apex Park And Recreation District
    Arvada, CO
  • 10/2022 → 10/2023
    U.S, Nameplate
    Mt. Vernon, IA
  • 08/2020 → 10/2023
    Scorz Bar And Grill
    Mt. Vernon, IA
  • 05/2020 → 10/2023
    Lakewood Bar And Grill
    Lakewood, CO
  • 08/2020 → 05/2021
    Lisbon Early Childrens Center
    Lisbon, IA
  • 01/2014 → 05/2023
    Full Time Student
    Arvada, CO
  • 10/2023 → 02/2024
    Unemployed
    Arvada, CO
  • 11/2024 → Present
    Cedar Rapids, IA
Previous Registrations
Other Businesses

1. VERHILLE AGENCY POSITION: Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 20 START DATE: 02/01/2025 ADDRESS: 151 5th Ave SE, Ste 300, Cedar Rapids IA 52401-1863, United States DESCRIPTION: I am a licensed agent with Kansas City Life, I am using fixed products and insurance to supplement income until I am trained in as a financial professional or advisor. 2. MEDICARE- SENIOR MARKET SALES POSITION: Agent NATURE: Medicare servicing through Senior Market Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 02/17/2025 ADDRESS: 151 5th Ave SE, Ste 300, Cedar Rapids IA 52401, United States DESCRIPTION: Helping clients 65+ apply for and change their medicare enrollment to find a plan best fit to them. 3. SCORZ BAR AND GRILL POSITION: Server NATURE: No idea- Bartending gig on the weekend evenings INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2021 ADDRESS: 109 1st st w, Mt Vernon IA 52314, United States DESCRIPTION: Serving/bartending. 4. PINES PIZZA AND PUB POSITION: Server/bartender NATURE: I am unsure of its ownership, I imagine LLC. It is a bar and grill, with one owner. INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 08/16/2025 ADDRESS: 4100 River Ridge Dr NE, Cedar Rapids IA 52402, United States DESCRIPTION: Serving patrons, running food, making drinks. Customer service.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-02
  • S66 Uniform Combined State Law Examination
    2024-08-02
Other Names
  • Cali Lee Bergstrom

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