Keith Allen Lunneborg
Investment adviser representative at Stevens Foster Financial Advisors
17 yearsExperience
1 stateRegistered in
$750.4MFirm assets
12 yearsFirm in business
Are you Keith Allen Lunneborg? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Stevens Foster Financial AdvisorsSep 2019 to now
- Transamerica Investors Securities CorporationJan 2014 to Sep 2019
- Transamerica Retirement ManagementJul 2009 to Sep 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2006
- Series 63 · Uniform Securities Agent State Law2008
State registrations
Registered as an investment adviser representative in 1 state (MN).
Stevens Foster Financial Advisors
Legal name: Stevens, Foster Financial Services, Inc.
$750.4MAssets managed
332Clients
6Advisers
12 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
- 3126060
- Firm CRD
- 115752