Steven P. Lifgren

NYFTY WEALTH

Glendale, AZ 85308

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CRD#: 2977359

Professional summary

Steven Paul Lifgren is a registered financial advisor currently at NYFTY WEALTH located in Glendale, Arizona.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Steven has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Steven P. Lifgren, Sole Proprietor; Investment related; Real Estate & Insurance Agent; 01/2019; 40 hours per month, 10 hours during trading; Real estate sales.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Paul Lifgren's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 9, 2022 - Present

NYFTY WEALTH

Office #1: 18001 N 79th Ave Suite B42, Glendale, AZ 85308

RIA

CRD#: 322543

Glendale, AZ

Past

September 9, 2022 - December 31, 2024

NYFTY WEALTH

RIA

CRD#: 322543

GLENDALE, AZ

Past

November 30, 2021 - September 7, 2022

FORUSALL

RIA

CRD#: 167241

Scottsdale, AZ

Past

April 1, 2016 - February 6, 2020

SIGFIG WEALTH MANAGEMENT LLC

RIA

CRD#: 158823

Phoenix, AZ

Past

February 23, 2000 - September 7, 2004

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(9/9/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/24/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/9/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/22/2000

General Securities Representative Examination

Current Firm

NYFTY WEALTH

NYFTY WEALTH | NYFTY WEALTH LLC

CRD#: 322543 / SEC#:

Arizona

Registered Investment Advisory firm - (9/9/2022 Approved)

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Contact information

Main Address

18001 N 79th Ave Suite B42, Glendale, AZ 85308

Mailing Address

Phone number

(602) 317-4226

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	12
AUM (Assets Under Management)	$ 1,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Steven P. Lifgren

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Paul Lifgren's CRS (Customer Relationship Summary).

Certified licenses

Experience

NYFTY WEALTH

NYFTY WEALTH

FORUSALL

SIGFIG WEALTH MANAGEMENT LLC

CHARLES SCHWAB & CO., INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/24/2016

Series 63

Date: 5/9/2000

Series 7

Date: 2/22/2000

Current Firm

NYFTY WEALTH

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

NYFTY WEALTH

TRUST BUT VERIFY

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