Keller Anthony Lampert
Investment adviser representative at Stevens Foster Financial Advisors
10 yearsExperience
1 stateRegistered in
$750.4MFirm assets
12 yearsFirm in business
Are you Keller Anthony Lampert? 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
10 years in the industry.
- Stevens Foster Financial AdvisorsJul 2022 to now
- University of St ThomasAug 2018 to Jun 2022
- Rosemount High SchoolJan 2016 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 8249016
- Firm CRD
- 115752