Stefan C. Christensen

OSAIC WEALTH

CEDAR RAPIDS, IA 52402

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CRD#: 7750379

Professional summary

Stefan Collins Christensen is a registered financial advisor currently at OSAIC WEALTH, INC. located in Cedar Rapids, Iowa.

Stefan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Stefan has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

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.

1. DRONE PHOTOGRAPHER POSITION: Drone Photographer NATURE: I take drone photos of commercial real estate in the area INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/01/21 ADDRESS: Cedar Rapids IA 52405 DESCRIPTION: I take photos of real estate with my drone 2. RENTAL PROPERTY POSITION: Rental Property NATURE: Rental Property, single family home INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/30/22 ADDRESS: Hiawatha IA 52233 DESCRIPTION: Various maintenance duties, and collect rent 3. GOOD FRIDAY PRAYER BREAKFAST POSITION: Board Member NATURE: We provide a community prayer time on Good Friday every year. This prayer breakfast is specifically for those in leadership roles within our community INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/24 ADDRESS: Cedar Rapids IA 52403 DESCRIPTION: help advertise for the event, and coordinate a keynote speaker, and also determine people to pray for the various leadership roles we are praying for. 4. BRIDGEHAVEN PREGNANCY SUPPORT CENTER POSITION: Board Member NATURE: Bridgehaven Pregnancy Support Center has offered compassion, hope, and help in the circumstances before, during, and after pregnancy in the Cedar Rapids area. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 07/25/24 ADDRESS: Cedar Rapids IA 52402 DESCRIPTION: Voting on budget, mentoring staff/leadership team, attending events, and helping keep the direction of the ministry to stay focused on our core mission 5. WEALTHSTONE FINANCIAL POSITION: Agent NATURE: Insurance Agent - Sales - Investment Related INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/04/24 ADDRESS: Cedar Rapids IA 52402 DESCRIPTION: Occasionally help clients obtain life or long term care insurance 6. WEALTHSTONE FINANCIAL POSITION: Financial Advisor NATURE: Investment Advisor at WealthStone Financial INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/04/2024 ADDRESS: Cedar Rapids IA 52402 DESCRIPTION: Financial Planning, Investment Advisor 7. WEALTHSTONE FINANCIAL POSITION: Financial Advisor NATURE: Unsure. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 02/28/2025 ADDRESS: Cedar Rapids IA 52402 DESCRIPTION: As a Notary, I would assist clients in notarizing documents as needed. This is not something that is done for compensation, simply for service with clients. We do not market this service. 8. DRONE PHOTOGRAPHY POSITION: Pilot NATURE: Sole Prop. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 12/01/2021 ADDRESS: Cedar Rapids IA 52405 DESCRIPTION: I take photos of real estate with my drone. Jobs are listed on the website "Zeitview" for which I am an approved and licensed pilot. If I have time and capacity, I will accept the drone job and complete them at a time that works for me. 9. GOOD FRIDAY PRAYER BREAKFAST POSITION: Board Member NATURE: Non-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/01/24 ADDRESS: Cedar Rapids IA 52403 DESCRIPTION: help advertise for the event, and coordinate a keynote speaker, and also determine people to pray for the various leadership roles we are praying for. 10. RENTAL PROPERTY POSITION: Owner NATURE: Sole Prop INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/30/22 ADDRESS: Hiawatha IA 52233 DESCRIPTION: I own a single family rental property. I have various maintenance duties and collect rent. 11. BRIDGEHAVEN PREGNANCY CENTER POSITION: Board Member NATURE: 501c3 Non-Profit INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 7/25/24 ADDRESS: Cedar Rapids IA 52402 DESCRIPTION: Voting on budget, mentoring staff/leadership team, attending events, and helping keep the direction of the ministry to stay focused on our core mission

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stefan Collins Christensen's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Stefan Collins Christensen's CRS (Customer Relationship Summary).

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®

None

Experience

Current

September 4, 2024 - Present

OSAIC WEALTH, INC.

Office #1: 4217 First Ave Se, Cedar Rapids, IA 52402

RIA

CRD#: 23131

CEDAR RAPIDS, IA

Current

September 4, 2024 - Present

OSAIC WEALTH, INC.

Office #1: 4217 First Ave Se, Cedar Rapids, IA 52402

RIA

CRD#: 23131

CEDAR RAPIDS, IA

Past

September 11, 2023 - September 5, 2024

THRIVENT INVESTMENT MANAGEMENT INC.

RIA

CRD#: 18387

Cedar Rapids, IA

Past

August 18, 2023 - September 5, 2024

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

Cedar Rapids, IA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

OSAIC WEALTH, INC.

CRD#: 23131 / SEC#: 801-54859, 8-40218

RIA

Registered Investment Advisory firm - SEC (9/10/1997 Approved)

Broker-Dealer Firm Regulated by FINRA (Denver district office)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Illinois
(9/4/2024)

Iowa
(9/4/2024)

IAR

Iowa
(9/4/2024)

Minnesota
(9/4/2024)

Montana
(11/1/2024)

Nebraska
(9/4/2024)

Utah
(9/4/2024)

Wisconsin
(9/4/2024)

Wyoming
(9/4/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/8/2023

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/18/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 7/15/2023

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

OSAIC WEALTH, INC.

CRD#: 23131 / SEC#: 801-54859, 8-40218

RIA

Registered Investment Advisory firm - SEC (9/10/1997 Approved)

Broker-Dealer Firm Regulated by FINRA (Denver district office)

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Contact information

Main Address

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255

Mailing Address

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255

Phone number

(800) 821-5100

Established

Delaware since 08/05/1988

Firm type

Corporation

Fiscal year end

December

Firm Size

Large

# of Employees

8,717

SEC notice filing (53 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

OSAIC WEALTH, INC ADV PART 2A (10/20/2025)

SIGNATOR MANAGED ACCOUNT PLATFORM (3/31/2025)

Direct owners and executive officers

Name	Position	CRD#
OSAIC, INC.	SHAREHOLDER
CORNICK, GREGORY ALLEN	CEO, PRESIDENT, DIRECTOR	3132991
FORD, ERINN JUNE	DIRECTOR	2176816
MIHAL, SHAWN MICHAEL	SVP, CHIEF COMPLIANCE OFFICER	3262384
MITCHELL, CHRISTOPHER MILLS	CORPORATE TREASURER, FINANCIAL PRINCIPAL	2420144
PRICE, JAMES DALE	CHAIRMAN	1243224
SCHLUETER, MATTHEW ADAM	EVP, OPERATIONS AND TECHNOLOGY SOLUTIONS, DIRECTOR	2627931

Regulatory assets under management

Total Number of Accounts	797,559
AUM (Assets Under Management)	$ 200,266,275,275

Disclosures

Regulatory Event	50
Arbitration	31
Bond	7

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/14/2025	Cover Page	Report
12/18/2024	Cover Page	Report
01/26/2024	Cover Page	Report

Red Flags

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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Firm Stability Insights

Stefan C. Christensen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stefan Collins Christensen's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Stefan Collins Christensen's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

Primary Firm SEC Registration

OSAIC WEALTH, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 9/8/2023

Series 7TO

Date: 8/18/2023

SIE

Date: 7/15/2023

FINRA

Current Firm

OSAIC WEALTH, INC.

Contact information

SEC notice filing (53 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Accountant surprise examination report

Red Flags

Company Information

OSAIC WEALTH, INC.

TRUST BUT VERIFY

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