Steven Bearnson, financial advisor Orem UT

Steven Bearnson

CRD Number: 6820268
Current Firm: Firstpurpose Wealth LLC

Steven Bearnson (CRD# 6820268) is an Investment Advisor Representative working at Firstpurpose Wealth LLC in Orem, UT and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Ljcooper Capital Management Orem, UT Aug 2016 - Current 4
Utah Valley University Orem, UT Aug 2012 - Aug 2016 4
Utah State Legislature Salt Lake City, UT Jan 2015 - Mar 2015 < 1
Nike Lehi, UT Oct 2014 - Jan 2015 < 1
Best Buy Orem, UT Jul 2014 - Jan 2015 < 1
Utah Valley Welcome American Fork, UT Mar 2013 - Dec 2013 < 1
Accelerated Payment Technologies Pleasant Grove, UT Mar 2012 - Mar 2013 1
Lds Church Highland, UT Jan 2010 - Jan 2012 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2018
Contact Info for Steven K. Bearnson
Phone Number: 801-221-2939
Firm Website:
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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