Steven Paul Lifgren
Investment adviser representative at Desert Rose Capital Management, Inc.
12 yearsExperience
2 statesRegistered in
$192.1MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Desert Rose Capital Management, Inc.Nov 2025 to now
- Nyfty Wealth LLCSep 2022 to now
- Steven P. Lifgren, Sole ProprietorJan 2019 to now
- Forusall Advisors, LLCNov 2020 to Sep 2022
- Forusall, Inc.Jan 2020 to Sep 2022
- Sigfig Wealth Management LLCMar 2014 to Jan 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (AZ, ID).
Desert Rose Capital Management, Inc.
$192.1MAssets managed
735Clients
12Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2977359
- Firm CRD
- 154331