Anika Rose Hedstrom
CFP®Professional Summary
Anika Rose Hedstrom, CFP® is a registered financial advisor currently at UPLEVEL WEALTH located in Portland, Oregon. Anika is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Anika has worked at 3 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Financial Planning
- Tax Planning
- Investment Management
- Retirement Planning
Biography
Once upon a time, I worked alongside exceptionally bright, accomplished professionals on investment trading floors and as an expat in SE Asia. I was surprised to learn how few of these professionals had a vision for their own financial lives. This dichotomy stuck with me. Fast forward several years. I became a Certified Financial Planner (TM), shared advice on how to make better money moves with NerdWallet, and went on to lead financial planning for...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
13 years in the financial services industry
Current & Past Employments
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Current Firm
UPLEVEL WEALTH | UPLEVEL WEALTH LLC
Contact Information
Main Address
500 Sw 116th Ave, Suite 118, Portland, OR 97225Phone Number
(503) 308-9067# of Employees
2SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
220AUM (Assets Under Management)
$131,386,334Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
UPLEVEL WEALTH | UPLEVEL WEALTH LLC
State Registrations and Notice Filings
(1/7/2025)
(2/23/2021)
(5/23/2025)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Anika Rose Hedstrom's CRS (Customer Relationship Summary).
Services Offered by Anika
- Financial Planning
- Tax Planning
- Investment Management
- Retirement Planning
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