AdvisorOS Directory
Claim Profile
Unclaimed Profile
SL

Stefan Christopher Liiste

CONTEXT FINANCIAL GROUP, LLC·NORTH OAKS, Minnesota
Series 7, Series 24, Series 63, Series 6521 years registeredCONTEXT FINANCIAL GROUP, LLC
400 VILLAGE CENTER DRIVE, NORTH OAKS, MN 55127CRD# 2075487Firm CRD# 134781

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stefan Christopher Liiste · NORTH OAKS, MN
Registration
CRD #2075487 · CONTEXT FINANCIAL GROUP, LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

LIONS GATE SOVEREIGN CAPITAL, LLC
Jan 2016 – present
CONTEXT FINANCIAL GROUP
Mar 2009 – Nov 2011
NORTH OAKS, MN
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Mar 2005 – Aug 2005
NEW BRIGHTON, MN
CAMBRIDGE INVESTMENT RESERARCH, INC.
Jan 2005 – Mar 2005
NORTH OAKS, MN
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · January 19, 2005
Years registered · 21
03

Disclosure History

2016Customer Dispute·Settled
2007Customer Dispute·Settled
2004Customer Dispute·Denied

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
CONTEXT FINANCIAL GROUP, LLC
CRD 134781 · SEC 801-69904
AUM
$84M
Regulatory assets under management
Employees
3
719 client accounts
Services offered by CONTEXT FINANCIAL GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CONTEXT FINANCIAL GROUP, LLC →
Introduction

Speak with Stefan

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Stefan is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in NORTH OAKS?

Browse all registered financial advisors in NORTH OAKS, Minnesota or claim this profile if it's yours.

Browse NORTH OAKS AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Stefan Christopher Liiste offer?
Stefan Christopher Liiste specializes in Financial Planning, Investment Management. Contact their office in NORTH OAKS, Minnesota for a consultation.
What are Stefan Christopher Liiste's credentials?
Stefan Christopher Liiste is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stefan Christopher Liiste located?
Stefan Christopher Liiste is based in NORTH OAKS, Minnesota, working with CONTEXT FINANCIAL GROUP, LLC. Their office serves clients in the NORTH OAKS metropolitan area and surrounding communities.
How does Stefan Christopher Liiste charge for services?
Stefan Christopher Liiste's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONTEXT FINANCIAL GROUP, LLC?
CONTEXT FINANCIAL GROUP, LLC has approximately 3 employees and manages $84M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in NORTH OAKS, Minnesota

Christopher Rolf Glasoe
DOXA ADVISORS LLC·NORTH OAKS, MN
Daniel Bert Marcotte
DOXA ADVISORS LLC·NORTH OAKS, MN
Kent Lan Dallmeyer
T I S GROUP INC·NORTH OAKS, MN

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Minnesota
MINNEAPOLIS (371)EDINA (72)MINNETONKA (69)PLYMOUTH (69)BLOOMINGTON (54)EDEN PRAIRIE (34)ST PAUL (34)ARDEN HILLS (31)SAINT PAUL (30)WAYZATA (29)
City Guides
MINNEAPOLIS GuideEDINA GuideMINNETONKA GuidePLYMOUTH GuideBLOOMINGTON Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
Request removal of this profile