M'lissa Ann Brillhart
Investment adviser representative at Lifesteps Financial
16 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
16 years in the industry.
- Champions Real EstateDec 2024 to now
- Lifesteps Financial, Inc.Jan 2020 to now
- Realty Masters & AssociatesJan 2021 to Dec 2024
- Realty One Group WestJul 2014 to Jan 2021
- Self-employedNov 2010 to Nov 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
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
- 7220761
- Firm CRD
- 153852