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Keith Allen Lunneborg

Stevens Foster Financial Advisors

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About Keith Allen Lunneborg

Keith Lunneborg is an Investment Advisor Representative and registered with Stevens Foster Financial Advisors. Keith has over 15 years of experience in the financial industry. Keith has held various positions at Transamerica Investors Securities Corporation, Transamerica Financial Advisors, Inc., VALIC Financial Advisors, Inc., Invest Financial Corporation, and Linsco/Private Ledger Corp. Keith has a strong background in financial planning and portfolio management for individuals and high-net-worth individuals. Keith holds Series 63, 65 and 7 licenses.

Firm Information

Keith Lunneborg is currently registered with Stevens Foster Financial Advisors. Stevens Foster Financial Advisors is a registered investment advisor headquartered in Bloomington, Minnesota. The firm provides financial planning and portfolio management services for individuals and high-net-worth individuals. As of its most recent regulatory filing, the firm manages over $620 million in assets for more than 1,000 clients.
Stevens Foster Financial Advisors

7900 XERXES AVENUE SOUTH

BLOOMINGTON, MN 55431

$620.41M

Assets Under Management

100

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Keith Lunneborg’s Registration & Firm History

MN

03/23/2021 - Present

Stevens Foster Financial Advisors (BLOOMINGTON MN)

MN

01/02/2014 - 10/03/2019

TRANSAMERICA INVESTORS SECURITIES CORPORATION (ST. PAUL MN)

MN

08/17/2009 - 12/31/2013

TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PAUL MN)

MN

09/17/2008 - 07/23/2009

VALIC FINANCIAL ADVISORS, INC. (EDINA MN)

WI

04/16/2001 - 05/12/2004

INVEST FINANCIAL CORPORATION (APPLETON WI)

SC

11/05/1998 - 04/11/2001

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

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Licenses & Designations

BC

Issued 10/24/2008

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 12/28/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/16/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Keith Allen Lunneborg.
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