Anika Hedstrom (CRD# 6188218) is an Investment Advisor Representative working at Uplevel Wealth in Portland, OR and has over 10 years of experience in the finance industry. Anika Hedstrom has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Uplevel Wealth LLC | Portland, OR | Jan 2021 - Current | 3 |
| Self-employed | Portland, OR | Jun 2020 - Current | 3 |
| Vista Capital Partners | Portland, OR | Apr 2015 - May 2020 | 5 |
| A. Rose Wealth LLC | Medford, OR | Sep 2012 - Mar 2015 | 2 |
| Skyoak Wealth Management | Medford, OR | Apr 2013 - Oct 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2013 |
- OR
-
Total Assets Under Management63MILLIONS
-
Total Number of Accounts34ACCOUNTS
-
Average Account Value$1,841,323
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
OR
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