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Stefan C
Series 66
Cedar Rapids, IA
OSAIC
Stefan Christensen is a financial advisor with OSAIC Wealth Inc. based in Cedar Rapids, IA. He holds a Series 66 designation and has three years of industry experience, having previously worked at firms including Thrivent Financial and GreatAmerica Financial Services. Christensen serves on the boards of local nonprofits, including the Good Friday Prayer Breakfast and Bridgehaven Pregnancy Support Center. OSAIC Wealth Inc. serves a wide range of retail and institutional clients through an extensive network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.
Monte M
ChFC®, Series 63
Cedar Rapids, IA
OSAIC
Monte Marti is a financial advisor with OSAIC, holding the ChFC® designation and a Series 63 license, and has 34 years of industry experience. He has worked with Wealthstore Financial and has been involved with his own entities, including Marti Capital LLC and Marti Corporation, for over two decades. Outside of his advisory role, he operates a family apple orchard that offers baked goods and apples seasonally and serves as a church trustee involved in maintenance and repair of church grounds. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, incorporating asset-allocation tools and access to third-party money managers, with portfolios constructed across various asset classes and managed on discretionary or non-discretionary bases.
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