Skip to content

Steven Wiggins

Investment adviser representative at Indelible Wealth Group in Berthoud, CO

Investment adviser registrationUpdated

Steven Wiggins is an investment adviser representative at Indelible Wealth Group LLC, an investment adviser managing $156M, and works from its Berthoud, CO office. Steven Wiggins has been registered through Indelible Wealth Group since 13 April 2023, has 3 years in the industry across 1 firm and has passed the Series 7, Series 55, Series 63 and Series 65.

3
Years in industry
3
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Steven Wiggins has been an investment adviser representative at Indelible Wealth Group since April 2023, and is not listed among the firm’s executive officers or direct owners. Steven Wiggins holds a B.S. in Computer Information Systems from the University of Wisconsin Superior.

Indelible Wealth Group LLC is a firm with $156M under management, 160 clients and 5 advisers across 5 offices, as of its February 2026 filing.

Steve Wiggins is Investment Adviser of Indelible Wealth Group LLC, based in Berthoud, CO. Before joining the firm, he was an Institutional Equity Energy Trader in New York and Maryland, covering hedge funds and mutual funds as a Senior Sales Coverage Trader. His role covers planning and wealth management for small businesses, individual investors and their families, and he assists the firm with day-to-day operations as needed.

  1. – present · 3 years
    Berthoud, CO · Adviser representative · Firm CRD 166864

Credentials and registrations

Investment adviser representative registrations

Steven Wiggins is registered as an investment adviser representative in Colorado, since April 2023.

  • ColoradoSince 13 April 2023

Examinations

Series 6523 February 2023
Name
Uniform Investment Adviser Law Examination
Series 638 November 2004
Name
Uniform Securities Agent State Law Examination
Series 5530 December 2003
Name
Limited Representative-Equity Trader Exam
Series 78 March 2001
Name
General Securities Representative Examination

Key facts

Full name
Steven Richard Wiggins
CRD
4220008
Firm
Indelible Wealth Group · CRD 166864
Office
440 MOUNTAIN AVE, Berthoud, CO 80513
Registration
Investment adviser registration
In the industry since
April 2023
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Steven Wiggins work?

Steven Wiggins is an investment adviser representative registered through Indelible Wealth Group LLC since April 2023, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is Steven Wiggins a financial advisor?

Yes. Steven Wiggins has a current investment-adviser registration in Colorado, through Indelible Wealth Group since April 2023.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Steven Wiggins have?

Steven Wiggins has 3 years in the financial industry, since April 2023, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

What exams has Steven Wiggins passed?

Steven Wiggins has passed 4 licensing exams: the Series 7, Series 55, Series 63 and Series 65. The earliest, the Series 7, was passed in March 2001.

Source: IAPD individual record, checked 22 October 2026

Where is Steven Wiggins based?

Steven Wiggins’ registered office is in Berthoud, CO.

Source: IAPD individual record, checked 22 October 2026

Is Steven Wiggins registered with FINRA?

No. Steven Wiggins has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Steven Wiggins’ record?

Search CRD 4220008 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Steven Wiggins’ full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Indelible Wealth Group

Sources

  1. IAPD individual record, CRD 4220008, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Indelible Wealth Group LLC, filed 5 February 2026. Executive officers and direct owners; this person is not among them.
  3. Indelible Wealth Group team page. Biography, education, credentials, awards.