Anika R. Hedstrom
UPLEVEL WEALTH
Portland, OR 97225
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CRD#: 6188218
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.
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 clients at a large investment advisory firm.
I co-founded Uplevel Wealth to help women and professional families build wealth and create plans for their possibilities. When I'm not working with clients, I often write on motivational and behavioral aspects of financial planning. I've been featured in the Wall Street Journal, MarketWatch, USA Today, NerdWallet, Business Insider, MoneyGeek, and WSJ veteran Jonathan Clements Humble Dollar. As an Oregon native, I love the outdoors, good pinot, and chasing after my young twins as they head in opposite directions.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Tax Planning
Investment Planning
Do you have an area of expertise or specialization?
Corporate Executives
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Tax Planning
Women's Financial Planning Iss...
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
None
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.
Ms. Hedstrom is an independent financial journalist who will occasionally write articles containing general market commentary and financial advice, so her writing is investment-related. This business She spends less than 10% of her time (approximately 5 hours per month) and derives less than 10% of her income from this outside business activity. This business activity occurs outside of securities trading hours. She began this activity on 01/2021 and this business activity is in Portland, Oregon. Accordingly, Ms. Hedstrom's work as an author presents no conflicts of interest with our clients.
CRS (Client Relationship Summary) - RIA
Click below to view Anika Rose Hedstrom's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2014
Experience
Current
February 23, 2021 - Present
UPLEVEL WEALTH
Office #1: 500 Sw 116th Ave, Suite 118, Portland, OR 97225RIA
CRD#: 312641
Portland, OR
Past
April 16, 2015 - July 22, 2020
VISTA CAPITAL PARTNERS, INC.
RIA
CRD#: 114913
PORTLAND, OR
Past
July 12, 2013 - September 29, 2014
SKYOAK CAPITAL, INC.
RIA
CRD#: 154248
MEDFORD, OR
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(1/7/2025)
IAR
Oregon(2/23/2021)
IAR
Washington(5/23/2025)
Current Firm
UPLEVEL WEALTH
UPLEVEL WEALTH | UPLEVEL WEALTH LLC
CRD#: 312641 / SEC#:
California
Registered Investment Advisory firm - (1/1/2025 Approved)Oregon
Registered Investment Advisory firm - (2/23/2021 Approved)Washington
Registered Investment Advisory firm - (5/23/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
500 Sw 116th Ave, Suite 118, Portland, OR 97225
Mailing Address
Phone number
(503) 308-9067
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 148 |
| AUM (Assets Under Management) | $ 83,609,488 |
Red Flags
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