Unclaimed Profile

John Steven Bergquist

LIFT WEALTH MANAGEMENT, LLC·SOUTH JORDAN, Utah

SIE, Series 6, Series 63, Series 65Clean record8 years registeredLIFT WEALTH MANAGEMENT, LLC

1802 W. SOUTH JORDAN PARKWAY, SOUTH JORDAN, UT 84095CRD# 4333717Firm CRD# 312068

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Steven Bergquist · SOUTH JORDAN, UT

Registration

CRD #4333717 · LIFT WEALTH MANAGEMENT, LLC · 8 years registered

Brand Profile

Not yet started

Career History

ELYSIUM WEALTH MANAGEMENT, LLC

Apr 2021 – present

IAMS WEALTH MANAGEMENT, LLC

May 2018 – Mar 2021

South Jordan, UT

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Series 65

Registration record

First registered · May 17, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ELYSIUM WEALTH MANAGEMENT, LLC

CRD 312068 · SEC 801-129684

AUM

$116M

Regulatory assets under management

Employees

714 client accounts

Services offered by ELYSIUM WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ELYSIUM WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does John Steven Bergquist offer?

John Steven Bergquist specializes in Financial Planning, Investment Management. Contact their office in SOUTH JORDAN, Utah for a consultation.

What are John Steven Bergquist's credentials?

John Steven Bergquist is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Steven Bergquist located?

John Steven Bergquist is based in SOUTH JORDAN, Utah, working with LIFT WEALTH MANAGEMENT, LLC. Their office serves clients in the SOUTH JORDAN metropolitan area and surrounding communities.

How does John Steven Bergquist charge for services?

John Steven Bergquist's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LIFT WEALTH MANAGEMENT, LLC?

LIFT WEALTH MANAGEMENT, LLC has approximately 8 employees and manages $116M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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