Lifesteps Financial

Lifesteps Financial (CRD# 153852) is a financial advisory firm headquartered in Claremont, CA. They manage $315,394,125 in 713 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
250 West First Street, Suite 248, Claremont, CA 91711
http://www.lifestepsfinancial.com
By the Numbers
  • Total Assets Under Management
    315
    MILLION
  • Total Number of Accounts
    713
    ACCOUNTS
  • Average Account Value
    $442,348
Compensation Options
  • A percentage of assets under your management
  • 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
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, TN, TX

Financial Advisors at Lifesteps Financial
Showing 1 - 6 of 6 top financial advisors.
1
Jorden Bastien, financial advisor Claremont CA
Jorden H. Bastien
CRD#: 6064289
250 West First Street, Suite 248, Claremont, CA 91711

Jorden Bastien (CRD# 6064289) is an Investment Advisor Representative working at Lifesteps Financial in Claremont, CA and has over 11 years of experience in the finance industry.

2
Eric Bergquist, financial advisor Claremont CA
Eric V. Bergquist
CRD#: 6520202
250 West First Street, Suite 248, Claremont, CA 91711

Eric Bergquist (CRD# 6520202) is an Investment Advisor Representative working at Lifesteps Financial in Claremont, CA and has over 8 years of experience in the finance industry.

3
Henry Ford, financial advisor Claremont CA
Henry M. Ford
CRD#: 2697895
250 West First Street, Suite 248, Claremont, CA 91711

Henry Ford (CRD# 2697895) is an Investment Advisor Representative working at Lifesteps Financial in Claremont, CA and has over 28 years of experience in the finance industry.

4
Marylynn Ford, financial advisor Claremont CA
Marylynn M. Ford
CRD#: 6027933
250 West First Street, Suite 248, Claremont, CA 91711

Marylynn Ford (CRD# 6027933) is an Investment Advisor Representative working at Lifesteps Financial in Claremont, CA and has over 13 years of experience in the finance industry.

5
Gladys Limones, financial advisor Claremont CA
Gladys E. Limones
CRD#: 2133333
250 West First Street, Suite 248, Claremont, CA 91711

Gladys Limones (CRD# 2133333) is an Investment Advisor Representative working at Lifesteps Financial in Claremont, CA and has over 21 years of experience in the finance industry.

6
M'lissa Swift, financial advisor Claremont CA
M'lissa A. Swift
CRD#: 7220761
250 West First Street, Suite 248, Claremont, CA 91711

M'lissa Swift (CRD# 7220761) is an Investment Advisor Representative working at Lifesteps Financial in Claremont, CA and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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