Keith Lunneborg has been an investment adviser representative at Stevens, Foster Financial Services since March 2021, and is not listed among the firm’s executive officers or direct owners.
Stevens, Foster Financial Services, Inc. is a Bloomington, MN firm with $750M under management, 332 clients and 5 advisers in one office, as of its March 2026 filing.
Keith Lunneborg’s longest registration was 5 years at Transamerica Retirement Advisors, LLC (2014–2019). Before joining Stevens, Foster Financial Services in 2021, Keith Lunneborg was registered through Transamerica Retirement Advisors, LLC and Transamerica Financial Advisors, Inc.
- – present · 5 yearsBloomington, MN · Adviser representative · Firm CRD 115752
- Transamerica Retirement Advisors, LLC– · 5 yearsSt. Paul, MN · Adviser representative · Firm CRD 107319
- Transamerica Financial Advisors, Inc.– · 4 yearsSt. Paul, MN · Adviser representative · Firm CRD 16164
- Valic Financial Advisors, Inc.– · under a yearEdina, MN · Adviser representative · Firm CRD 42803
- Gradient Investment Group LLC– · under a yearBaxler, MN · Adviser representative · Firm CRD 141726
Investment adviser representative registrations
Keith Lunneborg is registered as an investment adviser representative in Minnesota, since March 2021.
- MinnesotaSince 23 March 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 24 October 2008 |
| Series 7 | General Securities Representative Examination | 16 September 2008 |
| Series 65 | Uniform Investment Adviser Law Examination | 28 December 2006 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Keith Allen Lunneborg
- CRD
- 3126060
- Firm
- Stevens, Foster Financial Services · CRD 115752
- Office
- 7900 XERXES AVENUE SOUTH, SUITE 1800, Bloomington, MN 55431
- Registration
- Investment adviser registration
- In the industry since
- July 2004
- Disciplinary history
- Not yet shown here · SEC record
Where does Keith Lunneborg work?
Keith Lunneborg is an investment adviser representative registered through Stevens, Foster Financial Services, Inc. since March 2021, and is not listed among the firm’s executive officers or direct owners.
Is Keith Lunneborg a financial advisor?
Yes. Keith Lunneborg has a current investment-adviser registration in Minnesota, through Stevens, Foster Financial Services since March 2021.
How many years of experience does Keith Lunneborg have?
Keith Lunneborg has 22 years in the financial industry, since July 2004, across 5 adviser firms.
What exams has Keith Lunneborg passed?
Keith Lunneborg has passed 3 licensing exams: the Series 65, Series 7 and Series 63. The earliest, the Series 65, was passed in December 2006. FINRA credited Keith Lunneborg with the SIE, which began in October 2018.
Where did Keith Lunneborg work before Stevens, Foster Financial Services?
Before Stevens, Foster Financial Services, Keith Lunneborg was registered through Transamerica Retirement Advisors, LLC, January 2014 to October 2019; Transamerica Financial Advisors, Inc., August 2009 to December 2013; Valic Financial Advisors, Inc., August 2008 to July 2009; Gradient Investment Group LLC, April 2007 to May 2007.
Where is Keith Lunneborg based?
Keith Lunneborg’s registered office is in Bloomington, MN.
Is Keith Lunneborg registered with FINRA?
No. Keith Lunneborg has no current broker registration.
How can I verify Keith Lunneborg’s record?
Search CRD 3126060 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Keith Lunneborg’s full registration record.