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 16 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 25 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 15 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 26 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 4 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 3 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 11 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 17 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.