Context Financial Group

Context Financial Group (CRD# 134781) is a financial advisory firm headquartered in White Bear Lake, MN. They manage $34,867,000 in 312 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4525 White Bear Parkway, #224, White Bear Lake, MN 55110
http://www.contextfinancialgroup.com
By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    312
    ACCOUNTS
  • Average Account Value
    $111,753
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MN

Financial Advisors at Context Financial Group
Showing 1 - 2 of 2 top financial advisors.
1
Kathleen Liiste, financial advisor White Bear Lake MN
Kathleen M. Liiste
CRD#: 2210636
4525 White Bear Parkway, #224, White Bear Lake, MN 55110

Kathleen Liiste (CRD# 2210636) is an Investment Advisor Representative working at Context Financial Group in White Bear Lake, MN and has over 31 years of experience in the finance industry.

2
Stefan Liiste, financial advisor White Bear Lake MN
Stefan C. Liiste
CRD#: 2075487
4525 White Bear Parkway, #224, White Bear Lake, MN 55110

Stefan Liiste (CRD# 2075487) is an Investment Advisor Representative working at Context Financial Group in White Bear Lake, MN and has over 33 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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