Keith Allen Lunneborg

Employer firm

Stevens Foster Financial Advisors CRD 115752

$750M regulatory AUM 100 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2009 → 09/2019
  Transamerica Retirement Management
  Saint Paul, MN
• 01/2014 → 09/2019
  Transamerica Investors Securities Corporation
  St. Paul, MN
• 09/2019 → Present
  Stevens Foster Financial Advisors
  Bloomington, MN

Previous Registrations

• 2014-01-03 → 2019-10-03
  Transamerica Retirement Advisors, Llc
  St. Paul, MN
• 2009-08-18 → 2013-12-31
  Transamerica Financial Advisors, Llc
  Cedar Rapids, IA
  St. Paul, MN
• 2008-08-21 → 2009-07-23
  Valic Financial Advisors, Inc.
  Edina, MN
• 2007-04-24 → 2007-05-29
  Gradient Investments, Llc
  Baxler, MN

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-10-24
• S65 Uniform Investment Adviser Law Examination
  2006-12-28