Karen Van De Steeg (CRD# 7608503) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Dakota Dunes, SD and has 1 year of experience in the finance industry.
CRD# 2263538
Ameriprise Financial Services, LLC
CRD# 5148357
Ameriprise Financial Services, LLC
CRD# 4244827
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Dakota Dunes, SD | Jan 2024 - Current | < 1 |
| Sterk Financial Services | Dakota Dunes, SD | Jul 2022 - Current | 1 |
| Woodbury Financial Services Inc. | Dakota Dunes, SD | Aug 2022 - Jan 2024 | 1 |
| Sanford Medical Center | Sioux Falls, SD | Jul 2018 - Jul 2022 | 4 |
| Siouxland Regional Cancer Center | Sioux City, IA | Oct 1996 - Jul 2018 | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2022 |
- IA
- SD
-
Total Assets Under Management94,558MILLIONS
-
Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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