Eric Vincent ross Bergquist
Investment adviser representative at Lifesteps Financial
11 yearsExperience
1 stateRegistered in
$442.7MFirm assets
16 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Lifesteps FinancialJan 2026 to now
- Lifesteps Financial (formerly Foothill Financial Advisors, Inc.)Jun 2015 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (CA).
Lifesteps Financial
Legal name: Lifesteps Financial, Inc.
$442.7MAssets managed
680Clients
7Advisers
16 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
- 6520202
- Firm CRD
- 153852