Stefan Liiste
Lions Gate Sovereign Capital · White Bear Lake, Minnesota
Stefan Liiste is a fee-only financial advisor at Lions Gate Sovereign Capital in White Bear Lake, Minnesota, who holds the CFP credential. Stefan 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 2075487 |
| Exams passed | Series 63 (1990) · Series 65 (2005) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.lionsgatesovereigncapital.com |
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Questions about Stefan
Is Stefan Liiste a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stefan 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 Stefan charge for financial advice?
Stefan's firm, Lions Gate Sovereign Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Stefan charge?
According to Lions Gate Sovereign Capital's website, checked October 30, 2026: typically works with clients with $500,000 or more.
Where is Stefan Liiste based?
Stefan Liiste is based in White Bear Lake, Minnesota.
What does Stefan specialize in?
Stefan's specialties include retirement planning, founders (pre-exit), estate & legacy planning and tax planning. Stefan works with founders, retirees and pre-retirees.
What credentials does Stefan Liiste hold?
Stefan Liiste holds the CFP credential.
Is Stefan Liiste registered with the SEC?
Yes. Stefan Liiste is registered as an investment adviser representative in MN (CRD 2075487), 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 Stefan Liiste?
Through Stefan'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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