Stevens Foster Financial Advisors

Stevens Foster Financial Advisors (CRD# 115752) is a financial advisory firm headquartered in Bloomington, MN. They manage $662,685,637 in 1,078 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    663
    MILLION
  • Total Number of Accounts
    1,078
    ACCOUNTS
  • Average Account Value
    $614,736
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, CO, FL, MN, TX, VT, WI

Financial Advisors at Stevens Foster Financial Advisors
Showing 1 - 7 of 7 top financial advisors.
1
Daniel C. Holmberg
CRD#: 2344009
7901 Xerxes Avenue South, Suite 325, Bloomington, MN 55431

Daniel Holmberg (CRD# 2344009) 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.

2
Keith A. Lunneborg
CRD#: 3126060
7901 Xerxes Avenue South, Suite 325, Bloomington, MN 55431

Keith Lunneborg (CRD# 3126060) 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.

3
Jann D. Mauri
CRD#: 6247037
7901 Xerxes Avenue South, Suite 325, Bloomington, MN 55431

Jann Mauri (CRD# 6247037) is an Investment Advisor Representative working at Stevens Foster Financial Advisors in Bloomington, MN and has over 6 years of experience in the finance industry.

4
Kumbirai V. Mtunga
CRD#: 4631916
7901 Xerxes Avenue South, Suite 325, Bloomington, MN 55431

Kumbirai Mtunga (CRD# 4631916) 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.

5
Daniel E. Plagens
CRD#: 5104957
7901 Xerxes Avenue South, Suite 325, Bloomington, MN 55431

Daniel Plagens (CRD# 5104957) 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.

6
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 19 years of experience in the finance industry.

7
Michael A. Schaffer
CRD#: 7157835
7901 Xerxes Avenue South, Suite 325, Bloomington, MN 55431

Michael Schaffer (CRD# 7157835) 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.

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