Steven Lebens (CRD# 2216949) is an Investment Advisor Representative working at Lebens Advisory Group LLC in Naples, FL and has over 30 years of experience in the finance industry.
CRD# 6587916
Alpha Mode Capital LLC
CRD# 2271656
Ubs Financial Services Inc.
CRD# 1135890
First Heartland Consultants, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lebens Advisory Group LLC | Roseville, MN | Aug 2014 - Current | 9 |
| Ss Design | Roseville, MN | Apr 1995 - Current | 29 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1993 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2015 |
- FL
- IL
- IA
- MN
- TX
-
Total Assets Under Management28MILLIONS
-
Total Number of Accounts77ACCOUNTS
-
Average Account Value$366,778
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, IA, IL, MN, TX
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