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Stevens Foster Financial Advisors

Headquartered in BLOOMINGTON, MN

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Firm Information

Stevens Foster Financial Advisors is a registered investment advisor headquartered in Bloomington, Minnesota. The firm provides financial planning and portfolio management services for individuals and high-net-worth individuals. As of its most recent regulatory filing, the firm manages over $620 million in assets for more than 1,000 clients.

Stevens Foster Financial Advisors

7900 XERXES AVENUE SOUTH

BLOOMINGTON, MN 55431

$620.41M

Assets Under Management

100

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

STEVENS FOSTER FINANCIAL ADVISORS has a total of 1 branch locations across the country.
location

BLOOMINGTON, MN

Advisors at Stevens Foster Financial Advisors

View All 5 Advisors
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William Howard Stevens

CFC®, RA

BLOOMINGTON, MN

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Jeremy Matthew Ballmann

RA

BLOOMINGTON, MN

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Keith Allen Lunneborg

RA

BLOOMINGTON, MN

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Daniel Eaton Plagens

RA

BLOOMINGTON, MN

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Jann Danelle Mauri

RA

BLOOMINGTON, MN

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Michael Adam Schaffer

RA

BLOOMINGTON, MN

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Disclosures

There are no public disclosures for Stevens Foster Financial Advisors.

Frequently Asked Questions (8)

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