Stefan Collins Christensen
Investment adviser representative at Osaic Wealth, Inc.
9 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
9 years in the industry.
- Osaic Wealth, Inc.Sep 2024 to now
- Thrivent FinancialJul 2023 to Sep 2024
- Thrivent Investment Management IncJun 2023 to Sep 2024
- UnemployedFeb 2023 to Jul 2023
- Impact BndApr 2022 to Feb 2023
- Greatamerica Financial ServicesMar 2018 to Apr 2022
- Cedar Rapids ToyotaAug 2015 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (IA).
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
- 7750379
- Firm CRD
- 23131