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 over 2 years of experience in the finance industry.
Brown Wealth Management, LLC
Phillip James Financial Company
Allodium Investment Consultants, 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
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