Henry Milton Ford

Employer firm

Lifesteps Financial CRD 153852

$443M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• BILL PAYMENT AND RECONCILIATION SERVICE

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2010 → Present
  Lifesteps Financial (Formerly Foothill Financial Advisors, Inc.)
  Claremont, CA

Previous Registrations

• 2009-09-04 → 2010-09-02
  Concert Wealth Management
  Claremont, CA
• 2009-06-01 → 2009-09-18
  Morgan Stanley
  Claremont, CA
• 2004-01-26 → 2009-06-01
  Citigroup Global Markets Inc.
  Clarmont, CA
  Claremont, CA

Other Businesses

LifeSteps Bank and Trust; Not investment-related; 1400 Market St., #100, Huntsville, AL 35808; Director; Since 09/2024; Approx. 4 hours per month total/during trading hours; Consult on business plan, long-term planning, and credit committee.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-01-20
• S63 Uniform Securities Agent State Law Examination
  1996-03-11

Other Names

• Henry Milton Ford