Kathleen Liiste
Lions Gate Sovereign Capital · White Bear Lake, Minnesota
Kathleen Liiste is a fee-only financial advisor at Lions Gate Sovereign Capital in White Bear Lake, Minnesota, who holds the CFP credential. Kathleen focuses on retirement planning, founders (pre-exit) and estate & legacy planning. Lions Gate Sovereign Capital reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Retirees
- Pre-retirees
Facts
| Firm | Lions Gate Sovereign Capital |
|---|---|
| Based in | White Bear Lake, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | Typically works with clients with $500,000 or more |
| Assets under management | $44M across 320 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MN · CRD 2210636 |
| Exams passed | Series 63 (1993) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.lionsgatesovereigncapital.com |
| Profile |
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Questions about Kathleen
Is Kathleen Liiste a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kathleen holds no broker registration, and Lions Gate Sovereign Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kathleen charge for financial advice?
Kathleen's firm, Lions Gate Sovereign Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Kathleen charge?
According to Lions Gate Sovereign Capital's website, checked October 30, 2026: typically works with clients with $500,000 or more.
Where is Kathleen Liiste based?
Kathleen Liiste is based in White Bear Lake, Minnesota.
What does Kathleen specialize in?
Kathleen's specialties include retirement planning, founders (pre-exit), estate & legacy planning and tax planning. Kathleen works with founders, retirees and pre-retirees.
What credentials does Kathleen Liiste hold?
Kathleen Liiste holds the CFP credential.
Is Kathleen Liiste registered with the SEC?
Yes. Kathleen Liiste is registered as an investment adviser representative in MN (CRD 2210636), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Lions Gate Sovereign Capital manage?
Lions Gate Sovereign Capital reports $44M across 320 accounts in assets under management.
How do I contact Kathleen Liiste?
Through Kathleen's website, www.lionsgatesovereigncapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Lions Gate Sovereign Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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