Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven James Lebens is a registered Investment Advisor Representative with Lebens Advisory Group LLC. Steven James Lebens has been in the industry since 1993. The firm provides financial planning, pension consulting, and portfolio management for individuals. The firm primarily works with individuals and retirement plans.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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FL
06/05/2020 - Present
Lebens Advisory Group LLC (Naples FL)
MN
05/18/1994 - 04/10/1995
FBS INVESTMENT SERVICES, INC. (SAINT PAUL MN)
MO
08/13/1993 - 01/20/1994
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 02/25/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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