Stevens Foster Financial Advisors

Stevens Foster Financial Advisors (CRD# 115752) is a financial advisory firm headquartered in Bloomington, MN. They manage $771,714,841 in 1,625 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    772
    MILLION
  • Total Number of Accounts
    1,625
    ACCOUNTS
  • Average Account Value
    $474,901
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, MN, TX, WI

Financial Advisors at Stevens Foster Financial Advisors
Showing 1 - 8 of 8 top financial advisors.
1
Debra Groezinger
CRD#: 4195449
7901 Xerxes Avenue South, Suite 325, Bloomington, MN 55431
96
Wealthminder
score

Debra Groezinger (CRD# 4195449) is an Investment Advisor Representative working at Stevens Foster Financial Advisors in Bloomington, MN and has over 15 years of experience in the finance industry. Debra Groezinger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jonathan P. Horick
CRD#: 2261282
7901 Xerxes Avenue South, Suite 325, Bloomington, MN 55431
96
Wealthminder
score

Jonathan Horick (CRD# 2261282) is an Investment Advisor Representative working at Stevens Foster Financial Advisors in Bloomington, MN and has over 24 years of experience in the finance industry.

3
William H. Stevens
CRD#: 436000
7901 Xerxes Avenue South #325, Bloomington, MN 55431
96
Wealthminder
score

William Stevens (CRD# 436000) is an Investment Advisor Representative working at Stevens Foster Financial Advisors in Bloomington, MN and has over 14 years of experience in the finance industry.

4
Kris Schlichting
CRD#: 2162366
7901 Xerxes Avenue South, Suite 325, Bloomington, MN 55431
93
Wealthminder
score

Kris Schlichting (CRD# 2162366) is an Investment Advisor Representative working at Stevens Foster Financial Advisors in Bloomington, MN and has over 25 years of experience in the finance industry.

5
Jay A. Narverud
CRD#: 5198088
7901 Xerxes Avenue South, Suite 325, Bloomington, MN 55431
90
Wealthminder
score

Jay Narverud (CRD# 5198088) is an Investment Advisor Representative working at Stevens Foster Financial Advisors in Bloomington, MN and has over 3 years of experience in the finance industry.

6
Jann D. Mauri
CRD#: 6247037
7901 Xerxes Avenue South, Suite 325, Bloomington, MN 55431
88
Wealthminder
score

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.

7
Daniel E. Plagens
CRD#: 5104957
7901 Xerxes Avenue South, Suite 325, Bloomington, MN 55431
83
Wealthminder
score

Daniel Plagens (CRD# 5104957) 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.

8
Daniel C. Holmberg
CRD#: 2344009
7901 Xerxes Avenue South, Suite 325, Bloomington, MN 55431
81
Wealthminder
score

Daniel Holmberg (CRD# 2344009) is an Investment Advisor Representative working at Stevens Foster Financial Advisors in Bloomington, MN and has over 16 years of experience in the finance industry.

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