Steven John Treberg

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 04/2010 → 03/2021
  H. Beck, Inc.
  Rockville, MD
• 04/2021 → 05/2025
  Grove Point Advisors, Llc
  Rockville, MD
• 04/2021 → 05/2025
  Grove Point Investments, Llc
  Rockville, MD
• 05/2025 → Present
  Lpl Financial Llc
  St. Louis Park, MN

Previous Registrations

• 2021-04-01 → 2025-05-01
  Grove Point Advisors, Llc
  Rockville, MD
  St. Louis Park, MN
  Rockville, MD
• 2014-01-15 → 2021-04-01
  Grove Point Investments, Llc
  Rockville, MD
  St. Louis Park, MN

Other Businesses

1. 5/2025 - Beacon Benefits Group - Non-Variable Insurance - INV REL - At Reported Business Location - Start Date 05/01/2007 - 55hrs/MTH - 25hrs During Trading 2. 5/2025 - Steven Treberg - Non-Variable Insurance - INV REL - At Reported Business Location - Start Date 05/01/2010 - 1hr/MTH - 1hr During Trading 3. 5/2025 - Strategic Financial Concepts - DBA for LPL Business (entity for LPL business) - INV REL - At Reported Business Location - Start Date 06/01/2011 - 160hrs/MTH - 6hrs During Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-07-10

Other Names

• Steven John Treberg