Steven J. Lebens
Professional summary
Steven James Lebens, who also goes by Steve James Lebens, is a registered financial advisor currently at LEBENS ADVISORY GROUP LLC located in Lakeville, Minnesota.
Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Steven has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Steven James Lebens's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 27, 2015 - Present
LEBENS ADVISORY GROUP LLC
Office #1: 19950 Dodd Blvd Lakeville, Mn 55044, Lakeville, MN 55044May 18, 1994 - April 10, 1995
U.S. BANCORP INVESTMENTS, INC.
August 13, 1993 - January 20, 1994
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/26/2021)
(9/23/2021)
(6/23/2020)
(3/27/2015)
(6/5/2020)
Exams
Current Firm
LEBENS ADVISORY GROUP LLC
CRD#: 175089 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 375 |
| AUM (Assets Under Management) | $ 41,343,897 |
Red Flags
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Company Information
LEBENS ADVISORY GROUP LLC
CRD#: 175089Lakeville, MN 55044TRUST BUT VERIFY
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