Crystal Nicole Hatteberg
Investment adviser representative at Osaic Wealth, Inc.
15 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Osaic Wealth, Inc.Jun 2023 to now
- Eagle Creek Financial AdvisorsAug 2019 to now
- Royal Alliance Associates, Inc.May 2020 to Jun 2023
- Cetera Advisor Networks LLCSep 2017 to Feb 2019
- Advisornet Wealth ManagementFeb 2017 to Jul 2019
- Stevens Foster Financial AdvisorsFeb 2011 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (MN).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5203276
- Firm CRD
- 23131