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John Steven Bergquist

LIFT WEALTH MANAGEMENT, LLC·SOUTH JORDAN, Utah
Unclaimed Profile
1802 W. SOUTH JORDAN PARKWAY, SOUTH JORDAN, UT 84095CRD# 4333717Firm CRD# 312068
01

About

John Steven Bergquist is a registered financial advisor based in SOUTH JORDAN, Utah, affiliated with LIFT WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
ELYSIUM WEALTH MANAGEMENT, LLC
ELYSIUM WEALTH MANAGEMENT, LLC
AUM
$116M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at ELYSIUM WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4333717
Firm CRD# 312068
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other advisors in SOUTH JORDAN
Brett Ronald Schneider — DIVERGENT WEALTH ADVISORS, LLCEdward George O'malley — DIVERGENT WEALTH ADVISORS, LLCJeffrey Howard Collings — FORESEE MANAGEMENT, LLCTodd C Draney — FORESEE MANAGEMENT, LLCRandy Wayne Taylor — DIVERGENT WEALTH ADVISORS, LLC
Nearby cities in Utah
SALT LAKE CITY (358)LEHI (82)PARK CITY (60)DRAPER (54)PROVO (47)
City Guides
SALT LAKE CITY GuideLEHI GuidePARK CITY GuideDRAPER GuidePROVO Guide
Research
Advisor Fees in UtahNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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