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Stefan Christopher Liiste

CONTEXT FINANCIAL GROUP, LLC·NORTH OAKS, Minnesota
Clean recordCONTEXT 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Stefan Christopher Liiste is a registered financial advisor based in NORTH OAKS, Minnesota, affiliated with CONTEXT FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CONTEXT FINANCIAL GROUP, LLC
CONTEXT FINANCIAL GROUP
AUM
$84M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at CONTEXT FINANCIAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2075487
Firm CRD# 134781
View on FINRA BrokerCheck →

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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.
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