Eric Vincent Ross Bergquist
Chief Financial OfficerLifesteps Financial, Inc.CRD 6520202
About Eric Vincent Ross Bergquist
Eric Vincent Ross Bergquist is listed as Chief Financial Officer at Lifesteps Financial, Inc. in Claremont, CA. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Lifesteps Financial, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Eric Vincent Ross Bergquist work?
Eric Vincent Ross Bergquist is listed as Chief Financial Officer at Lifesteps Financial, Inc. on SEC Form ADV.
How much of Lifesteps Financial, Inc. does Eric Vincent Ross Bergquist own?
Form ADV reports a beneficial ownership band of Under 5%.
Lifesteps Financial, Inc.
| Title | Chief Financial Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |