Stevens Foster Financial Advisors

Stevens Foster Financial Advisors (CRD# 115752) is a financial advisory firm headquartered in Bloomington, MN. They manage $620,408,766 in 1,063 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
7900 Xerxes Avenue South, Suite 1800, Bloomington, MN 55431
http://www.stevensfoster.com/
By the Numbers
  • Total Assets Under Management
    620
    MILLION
  • Total Number of Accounts
    1,063
    ACCOUNTS
  • Average Account Value
    $583,639
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Stevens Foster Financial Advisors
Showing 1 - 6 of 6 top financial advisors.
1
Keith Lunneborg, financial advisor Bloomington MN
Keith A. Lunneborg
CRD#: 3126060
7900 Xerxes Avenue South, Suite 1800, Bloomington, MN 55431

Keith Lunneborg (CRD# 3126060) is an Investment Advisor Representative working at Stevens Foster Financial Advisors in Bloomington, MN and has over 17 years of experience in the finance industry.

2
Jann Mauri, financial advisor Bloomington MN
Jann D. Mauri
CRD#: 6247037
7900 Xerxes Avenue South, Suite 1800, Bloomington, MN 55431

Jann Mauri (CRD# 6247037) is an Investment Advisor Representative working at Stevens Foster Financial Advisors in Bloomington, MN and has over 9 years of experience in the finance industry.

3
Daniel Plagens, financial advisor Bloomington MN
Daniel E. Plagens
CRD#: 5104957
7900 Xerxes Avenue South, Suite 1800, Bloomington, MN 55431

Daniel Plagens (CRD# 5104957) is an Investment Advisor Representative working at Stevens Foster Financial Advisors in Bloomington, MN and has over 17 years of experience in the finance industry.

4
William Stevens, financial advisor Bloomington MN
William H. Stevens
CRD#: 436000
7901 Xerxes Avenue South #325, Bloomington, MN 55431

William Stevens (CRD# 436000) is an Investment Advisor Representative working at Stevens Foster Financial Advisors in Bloomington, MN and has over 21 years of experience in the finance industry.

5
Jeremy Ballmann, financial advisor Bloomington MN
Jeremy M. Ballmann
CRD#: 6158501
7900 Xerxes Avenue South, Suite 1800, Bloomington, MN 55431

Jeremy Ballmann (CRD# 6158501) is an Investment Advisor Representative working at Stevens Foster Financial Advisors in Bloomington, MN and has over 10 years of experience in the finance industry.

6
Michael Schaffer, financial advisor Bloomington MN
Michael A. Schaffer
CRD#: 7157835
7900 Xerxes Avenue South, Suite 1800, Bloomington, MN 55431

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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