# Lifetime Financial

> Lifetime Financial is a state-registered investment advisory firm in South Jordan, UT, registered since 2006, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 5, 2026.

- CRD: 142283
- Filed as: LIFETIME FINANCIAL
- Legal name: Beckstead Investment Management Inc
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: South Jordan, UT
- Filing period: October 2026
- Form ADV filing dated: January 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/142283
- AdvisorCensus page: https://advisorcensus.com/firm/lifetime-financial-south-jordan-ut-142283

## Quick answers

**How is Lifetime Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Lifetime Financial reports these compensation arrangements: a percentage of assets under its management.

**Where is Lifetime Financial located?**
Lifetime Financial's principal office is in South Jordan, UT, according to its Form ADV.

**Is Lifetime Financial registered with the SEC or a state?**
Lifetime Financial is a state-registered investment advisory firm, registered since 2006. Status as filed: APPROVED. CRD 142283.

**How much does Lifetime Financial manage?**
Lifetime Financial reports $37,937,843 in regulatory assets under management in its Form ADV filing dated January 5, 2026 (100% discretionary).

**What types of clients does Lifetime Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (71).

**Does Lifetime Financial report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/142283

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $37,937,843
- Discretionary: $37,937,843
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 71 | $37,937,843 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2006 (19 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- utahinvestmentadvisor.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lifetime Financial (CRD 142283): Form ADV filing data as of October 2026.