Steven Wikstrom has been an investment adviser representative at Aegis Wealth Group since January 2024, and is not listed among the firm’s executive officers or direct owners.
Aegis Wealth Group, LLC is a Midvale, UT firm with $248M under management, 803 clients and 15 advisers across 2 offices, as of its July 2026 filing.
Investment adviser representative registrations
Steven Wikstrom is registered as an investment adviser representative in Utah, since January 2024.
- UtahSince 16 January 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 30 September 2023 |
| Series 7TO | General Securities Representative Examination | 4 August 2023 |
| SIE | Securities Industry Essentials Examination | 21 November 2022 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Steven Leon Wikstrom
- CRD
- 7457373
- Firm
- Aegis Wealth Group · CRD 222515
- Office
- 6900 S 900 E Suite 200, Midvale, UT 84047
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 2023
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Steven Wikstrom work?
Steven Wikstrom is an investment adviser representative registered through Aegis Wealth Group, LLC since January 2024, and is not listed among the firm’s executive officers or direct owners.
Is Steven Wikstrom a financial advisor?
Yes. Steven Wikstrom has a current investment-adviser registration in Utah, through Aegis Wealth Group since January 2024.
How many years of experience does Steven Wikstrom have?
Steven Wikstrom has 3 years in the financial industry, since August 2023, across 1 adviser firm.
What exams has Steven Wikstrom passed?
Steven Wikstrom has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in November 2022.
Where is Steven Wikstrom based?
Steven Wikstrom’s registered office is in Midvale, UT.
Is Steven Wikstrom registered with FINRA?
Yes. Steven Wikstrom has a current broker registration, under CRD 7457373.
Source: FINRA BrokerCheck
How can I verify Steven Wikstrom’s record?
Search CRD 7457373 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Steven Wikstrom’s full registration record.