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John Steven Bergquist

Elysium Wealth Management, LLC

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About John Steven Bergquist

John Steven Bergquist is a financial advisor who has been in the industry for over 20 years. John is registered with the Securities and Exchange Commission and holds Series 6, 63, and 65 licenses. John currently works at Elysium Wealth Management, LLC. John has a background in financial planning and specializes in retirement planning, investment management, and insurance. John is committed to providing personalized financial advice to his clients. John Steven Bergquist is dedicated to helping clients achieve their financial goals.

Firm Information

John Bergquist is currently registered with Elysium Wealth Management, LLC. Elysium Wealth Management, LLC is an investment advisor registered with the SEC and located in SOUTH JORDAN, UT. They offer a range of services including financial planning, educational seminars, publication of periodicals, and portfolio management for individuals. The firm manages approximately $116,022,527 in assets for 714 accounts. They serve individuals, high net worth individuals, and charitable organizations.
Elysium Wealth Management, LLC

1802 W. SOUTH JORDAN PARKWAY

SOUTH JORDAN, UT 84095

$116.02M

Assets Under Management

4

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Bergquist’s Registration & Firm History

UT

04/09/2021 - Present

Elysium Wealth Management, LLC (SOUTH JORDAN UT)

UT

03/03/2014 - 10/16/2017

SUPREME ALLIANCE LLC (Lehi UT)

UT

01/06/2012 - 02/11/2014

TRANSAMERICA FINANCIAL ADVISORS, INC (SOUTH OGDEN UT)

UT

04/12/2002 - 01/06/2012

WORLD GROUP SECURITIES, INC. (OREM UT)

GA

02/12/2001 - 04/12/2002

WMA SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 05/10/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/09/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/16/2017

SIE - Securities Industry Essentials Examination

BC

Issued 02/09/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Steven Bergquist.
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