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Steven James Lebens

Lebens Advisory Group LLC

Naples, FL

Lakeville, MN

Lakeville, MN

CRD 2216949

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Employer firm

Lebens Advisory Group LLC CRD 175089

$56.9M regulatory AUM 15 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Lebens Advisory Group Llc

17850 Kenwood Trail Dodd Blvd Suite 215, Lakeville, MN 55044 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2021-09-23
FL RA APPROVED 2021-07-26
IA RA APPROVED 2020-06-23
TX RA APPROVED_RES 2020-06-05
MN RA APPROVED 2015-03-27
  • IL RA
    APPROVED
    Since 2021-09-23
  • FL RA
    APPROVED
    Since 2021-07-26
  • IA RA
    APPROVED
    Since 2020-06-23
  • TX RA
    APPROVED_RES
    Since 2020-06-05
  • MN RA
    APPROVED
    Since 2015-03-27

Branch Locations

Naples, FL • United States

19950 Dodd Blvd Lakeville, Mn 55044, Lakeville, MN 55044 • United States

Lakeville, MN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ss Design Roseville MN 04/1995 Present
Lebens Advisory Group Llc Roseville MN 08/2014 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-02-25
S63 Uniform Securities Agent State Law Examination 1993-08-13
  • S65 Uniform Investment Adviser Law Examination
    2015-02-25
  • S63 Uniform Securities Agent State Law Examination
    1993-08-13
Other Names
  • Steve James Lebens

View on SEC IAPD

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