Robert Cardenas has been an investment adviser representative at LifeSteps Financial since July 2026, and is not listed among the firm’s executive officers or direct owners.
Lifesteps Financial, Inc. is a Claremont, CA firm with $443M under management, 680 clients and 3 advisers across 4 offices, as of its September 2026 filing.
- Lifesteps FinancialCurrent– present · under a yearClaremont, CA · Adviser representative · Firm CRD 153852
Investment adviser representative registrations
Robert Cardenas is registered as an investment adviser representative in California, since July 2026.
- CaliforniaSince 15 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 15 July 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Robert Anthony Cardenas
- CRD
- 8017932
- Firm
- LifeSteps Financial · CRD 153852
- Office
- 250 WEST FIRST STREET, SUITE 248, Claremont, CA 91711
- Registration
- Investment adviser registration
- In the industry since
- July 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Robert Cardenas work?
Robert Cardenas is an investment adviser representative registered through Lifesteps Financial, Inc. since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is Robert Cardenas a financial advisor?
Yes. Robert Cardenas has a current investment-adviser registration in California, through LifeSteps Financial since July 2026.
How many years of experience does Robert Cardenas have?
Robert Cardenas has 0 years in the financial industry, since July 2026, across 1 adviser firm.
What exams has Robert Cardenas passed?
Robert Cardenas passed the Series 65 in July 2026.
Where is Robert Cardenas based?
Robert Cardenas’ registered office is in Claremont, CA.
Is Robert Cardenas registered with FINRA?
No. Robert Cardenas has no current broker registration.
How can I verify Robert Cardenas’ record?
Search CRD 8017932 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Cardenas’ full registration record.