Steven Lifgren has been an investment adviser representative at Desert Rose Capital Management since December 2025, and is not listed among the firm’s executive officers or direct owners.
Desert Rose Capital Management, Inc. is a Meridian, ID firm with $192M under management, 735 clients and 10 advisers across 8 offices, as of its March 2026 filing.
Steve Lifgren is Sales Manager / Sr. Wealth Advisor of Desert Rose Capital Management, based in Phoenix, Arizona. He partners with clients to develop and implement tailored financial strategies, working across investment management and retirement planning. His background includes wealth management, real estate, and alternative assets, including cryptocurrency.
Steven Lifgren’s longest registration was 3 years at Sigfig Wealth Management LLC (2016–2020). Before joining Desert Rose Capital Management in 2025, Steven Lifgren was registered through Nyfty Wealth and Forusall.
- – present · under a yearPhoenix, AZ · Adviser representative · Firm CRD 154331
- Nyfty Wealth– · 3 yearsGlendale, AZ · Adviser representative · Firm CRD 322543
- Forusall– · under a yearScottsdale, AZ · Adviser representative · Firm CRD 167241
- Sigfig Wealth Management LLC– · 3 yearsPhoenix, AZ · Adviser representative · Firm CRD 158823
Investment adviser representative registrations
Steven Lifgren is registered as an investment adviser representative in 2 states. Each was approved in December 2025.
- ArizonaSince 22 December 2025
- IdahoSince 1 December 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 March 2016 |
| Series 63 | Uniform Securities Agent State Law Examination | 9 May 2000 |
| Series 7 | General Securities Representative Examination | 22 February 2000 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Steven Paul Lifgren
- CRD
- 2977359
- Firm
- Desert Rose Capital Management · CRD 154331
- Office
- Phoenix, AZ
- Registration
- Investment adviser registration
- In the industry since
- January 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- desertrosecapital.com
Where does Steven Lifgren work?
Steven Lifgren is an investment adviser representative registered through Desert Rose Capital Management, Inc. since December 2025, and is not listed among the firm’s executive officers or direct owners.
Is Steven Lifgren a financial advisor?
Yes. Steven Lifgren has a current investment-adviser registration in Arizona and Idaho, through Desert Rose Capital Management since December 2025.
How many years of experience does Steven Lifgren have?
Steven Lifgren has 8 years in the financial industry, since January 2018, across 4 adviser firms.
What exams has Steven Lifgren passed?
Steven Lifgren has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in February 2000.
Where did Steven Lifgren work before Desert Rose Capital Management?
Before Desert Rose Capital Management, Steven Lifgren was registered through Forusall, November 2021 to September 2022; Sigfig Wealth Management LLC, April 2016 to February 2020.
Where is Steven Lifgren based?
Steven Lifgren’s registered office is in Phoenix, AZ.
Is Steven Lifgren registered with FINRA?
No. Steven Lifgren has no current broker registration.
How can I verify Steven Lifgren’s record?
Search CRD 2977359 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Steven Lifgren’s full registration record.
