Jann MauriCRD Number: 6247037
Current Firm: Stevens Foster Financial Advisors
Jann Mauri (CRD# 6247037) is an Investment Advisor Representative working at Stevens Foster Financial Advisors in Bloomington, MN and has 1 year of experience in the finance industry.
Phillip James Financial Company
Allodium Investment Consultants, LLC
Epiq Partners, LLC
|Stevens Foster Financial Advisors||Bloomington, MN||Sep 2013 - Current||3|
|Trust Point||Minneapolis, MN||Dec 2012 - Aug 2013||< 1|
|Wells Fargo||Minneapolis, MN||Jul 2012 - Dec 2012||< 1|
|Abbot Downing (formerly Lowry Hill)||Minneapolis, MN||Sep 2007 - Jun 2012||4|
|Baker Tilly||Bloomington, MN||Dec 1999 - Aug 2007||7|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2014|
Total Assets Under Management772MILLIONS
Total Number of Accounts1,625ACCOUNTS
Average Account Value$474,901
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, FL, MN, TX, WI
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.