Keith
Lunneborg
Stevens Foster Financial Advisors
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About this Advisor
Keith Lunneborg is a financial advisor based out of Minneapolis, Minnesota who has 2 years of relevant experience. Lunneborg is an advisor for Stevens Foster Financial Advisors. Over the course of their career, they have held roles at Transamerica Retirement Management, Transamerica Financial Advisors, Inc, Transamerica Investors Securities Corporation and Stevens Foster Financial Advisors. Lunneborg holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Minnesota. Stevens Foster Financial Advisors is an advisory business operating out of Minneapolis, MN. It has $577 million in total assets between its 1,072 client accounts, making it one of the bigger financial advisory firms in the country by assets under management. Of its 1,072 accounts, 44% belong to high-net-worth individuals who have more than $1 million in investable assets. Stevens Foster Financial Advisors provides a few services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors are based on which service is offered. However, fees charged by Stevens Foster Financial Advisors can consist of any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stevens Foster Financial Advisors Brokerage Details
$576,450,366
25
1,072
$537,734
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Keith Lunneborg Work History
Keith has been registered as a financial advisor for 2 years.*
Stevens Foster Financial Advisors
Transamerica Investors Securities Corporation
Transamerica Retirement Management
Transamerica Financial Advisors, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Keith Lunneborg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Stevens Foster Financial Advisors
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
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