Context Financial Group

Context Financial Group (CRD# 134781) is a financial advisory firm headquartered in North Oaks, MN. They manage $33,858,662 in 625 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    625
    ACCOUNTS
  • Average Account Value
    $54,174
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 M. Liiste
CRD#: 2210636
400 Village Center Drive, Ste 600, North Oaks, MN 55127
86
Wealthminder
score

Kathleen Liiste (CRD# 2210636) is an Investment Advisor Representative working at Context Financial Group in North Oaks, MN and has over 23 years of experience in the finance industry. Kathleen Liiste has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Stefan C. Liiste
CRD#: 2075487
400 Village Center Drive, Ste 600, North Oaks, MN 55127
86
Wealthminder
score

Stefan Liiste (CRD# 2075487) is an Investment Advisor Representative working at Context Financial Group in North Oaks, MN and has over 26 years of experience in the finance industry. Stefan Liiste has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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