Steven Leon Wikstrom
Investment adviser representative at Everspire
39 yearsExperience
1 stateRegistered in
$247.7MFirm assets
7 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
39 years in the industry.
- EverspireJan 2024 to now
- Mhl InvestmentsMar 2022 to now
- RetiredSep 2021 to Mar 2022
- BoeingJul 1987 to Sep 2021
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (UT).
Everspire
Legal name: Aegis Wealth Group, LLC
$247.7MAssets managed
803Clients
15Advisers
7 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
- 7457373
- Firm CRD
- 222515