Michael Schaffer, financial advisor Bloomington MN

Michael Schaffer

CRD Number: 7157835
Current Firm: Stevens Foster Financial Advisors

Michael Schaffer (CRD# 7157835) is an Investment Advisor Representative working at Stevens Foster Financial Advisors in Bloomington, MN and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Stevens Foster Financial Advisors Bloomington, MN Jan 2021 - Current 3
Bank Of America, N.a. Minneapolis, MN Sep 2019 - Jan 2021 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Minneapolis, MN Jul 2019 - Jan 2021 1
Wipfli, LLP Edina, MN Aug 2015 - Jun 2019 3
Ramsay & Associates, Ltd Mahtomedi, MN Jan 2010 - Aug 2015 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2019
Contact Info for Michael A. Schaffer
Phone Number: 952-843-4200
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    576
    MILLIONS
  • Total Number of Accounts
    1,072
    ACCOUNTS
  • Average Account Value
    $537,734
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, CA, CO, FL, MN, TX, VT, WI

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