Keith Lunneborg, financial advisor Bloomington MN

Keith Lunneborg

CRD Number: 3126060
Current Firm: Stevens Foster Financial Advisors

Keith Lunneborg (CRD# 3126060) is an Investment Advisor Representative working at Stevens Foster Financial Advisors in Bloomington, MN and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Stevens Foster Financial Advisors Bloomington, MN Sep 2019 - Current 4
Transamerica Investors Securities Corporation St. Paul, MN Jan 2014 - Sep 2019 5
Transamerica Retirement Management Saint Paul, MN Jul 2009 - Sep 2019 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2008
S65 NASAA Investment Advisors Law Examination Dec 2006
Contact Info for Keith A. Lunneborg
Phone Number: 952-843-4200
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    576
    MILLIONS
  • Total Number of Accounts
    1,072
    ACCOUNTS
  • Average Account Value
    $537,734
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, CA, CO, FL, MN, TX, VT, WI

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