John Steven Bergquist
Investment adviser representative at Elysium Wealth Management, LLC
22 yearsExperience
2 statesRegistered in
$352.3MFirm assets
2 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
22 years in the industry.
- Elysium Wealth Management, LLCFeb 2021 to now
- Elysium Financial Solutions, LLCMar 2020 to now
- Iams Wealth Management, LLCMay 2018 to now
- Bergquist Financial LLCApr 2015 to now
- Where Much Is Given FoundationNov 2012 to now
- Common Sense Financial/common Sense Financial Insurance AgencyJan 2017 to Feb 2020
- Supreme Alliance LLCFeb 2014 to Jan 2017
- Tranont LifeFeb 2014 to Jan 2017
- Common Sense Financial Solutions LLCFeb 2012 to Feb 2020
- Jsb Financial & Associates Inc.Oct 2004 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
Elysium Wealth Management, LLC
$352.3MAssets managed
773Clients
14Advisers
2 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
- 4333717
- Firm CRD
- 312068