Steven John Liebzeit
Investment adviser representative at Advanced Advisor Group, LLC
14 yearsExperience
1 stateRegistered in
$10.9MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Advanced Advisor Group, LLCMar 2022 to now
- Efs AdvisorsMar 2022 to now
- Hope City ChurchJun 2021 to Jan 2022
- Thrivent FinancialNov 2019 to Jul 2021
- Thrivent Investment Management IncNov 2019 to Jul 2021
- Compass ChurchJun 2019 to Nov 2019
- Farmers Financial SolutionsApr 2018 to Jun 2019
- Farmers InsuranceApr 2018 to Jun 2019
- LPL Financial, LLCNov 2016 to Dec 2016
- First Interstate BankAug 2012 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (MN).
Advanced Advisor Group, LLC
$10.9MAssets managed
58Clients
13Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2378619
- Firm CRD
- 140393