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Evan J Wiggins

Lifegoal Investments, LLC

Saratoga Springs, NY

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Current Employers
Lifegoal Investments, Llc

Saratoga Springs, NY • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2025-09-16
NY RA APPROVED 2025-09-05
  • LA RA
    APPROVED
    Since 2025-09-16
  • NY RA
    APPROVED
    Since 2025-09-05

Branch Locations

Saratoga Springs, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lifegoal Investments, Llc Fka Lifegoal Wealth Advisors Llc Saratoga Springs NY 09/2025 Present
Arrow Financial Corporation Glens Falls NY 05/2024 01/2025
Ultimus Leverpoint Private Fund Solutions Clifton Park NY 09/2024 12/2024
Full-Time Student Queensbury NY 08/2014 05/2025
Lifegoal Wealth Advisors Llc Saratoga Springs NY 06/2025 09/2025
  • 09/2025 → Present
    Lifegoal Investments, Llc Fka Lifegoal Wealth Advisors Llc
    Saratoga Springs, NY
  • 05/2024 → 01/2025
    Arrow Financial Corporation
    Glens Falls, NY
  • 09/2024 → 12/2024
    Ultimus Leverpoint Private Fund Solutions
    Clifton Park, NY
  • 08/2014 → 05/2025
    Full-Time Student
    Queensbury, NY
  • 06/2025 → 09/2025
    Lifegoal Wealth Advisors Llc
    Saratoga Springs, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-03
  • S65 Uniform Investment Adviser Law Examination
    2025-07-03

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