Francisco P. Sirvent

LIFESTYLE PLANNING

Chandler, AZ 85248

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CRD#: 6250958

Professional summary

Francisco Paul Sirvent, who also goes by Francisco Sirvent, is a registered financial advisor currently at LIFESTYLE PLANNING, LLC located in Chandler, Arizona.

Francisco is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Francisco has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Francisco Sirvent

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.

(1) Keystone Law Firm, Investment Related, Address: 2701 W. Queen Creek, Suite 3 Chandler, AZ 85248, Nature: Estate and Wealth Planning Law Firm, Estate Planning Book sold as part of law firm activities, Start Date: 11/2007, Position/Title: Owner, Attorney and Author, Hours Per Month Devoted: 8, Hours per Month Devoted During Securities Trading: 8, Duties: Provide estate and wealth planning services

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Francisco Paul Sirvent'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 26, 2022 - Present

LIFESTYLE PLANNING, LLC

Office #1: 2701 W. Queen Creek Rd., #3, Chandler, AZ 85248

RIA

CRD#: 321856

Chandler, AZ

Past

November 12, 2014 - June 29, 2022

KEYSTONE WEALTH PARTNERS LLC

RIA

CRD#: 171811

CHANDLER, AZ

Past

July 1, 2014 - July 31, 2014

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

RIA

CRD#: 13609

SUN LAKES, AZ

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
(9/26/2022)

IAR

Nevada
(1/5/2023)

IAR

Texas
(7/18/2023)

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: 6/30/2014

Uniform Investment Adviser Law Examination

Current Firm

LIFESTYLE PLANNING, LLC

CRD#: 321856 / SEC#:

Arizona

Registered Investment Advisory firm - (9/26/2022 Approved)

Nevada

Registered Investment Advisory firm - (1/4/2023 Approved)

Texas

Registered Investment Advisory firm - (7/18/2023 Approved)

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Contact information

Main Address

2701 W. Queen Creek Rd., #3, Chandler, AZ 85248

Mailing Address

Phone number

(480) 637-7076

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	190
AUM (Assets Under Management)	$ 34,012,201

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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Francisco P. Sirvent

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Francisco Paul Sirvent's CRS (Customer Relationship Summary).

Certified licenses

Experience

LIFESTYLE PLANNING, LLC

KEYSTONE WEALTH PARTNERS LLC

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/30/2014

Current Firm

LIFESTYLE PLANNING, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LIFESTYLE PLANNING, LLC

TRUST BUT VERIFY

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