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Michael Adam Schaffer

Stevens Foster Financial Advisors

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About Michael Adam Schaffer

Michael Schaffer is a financial advisor at Stevens Foster Financial Advisors. Michael has over 10 years of experience in the financial services industry. Michael has worked at several firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wipfli, LLP, and Ramsay & Associates, LTD. Michael is registered with the state of Minnesota and holds the Series 7TO, Series 66, and SIE licenses. Michael's areas of expertise include financial planning and portfolio management. Michael specializes in working with high-net-worth individuals and individuals other than high-net-worth.

Firm Information

Michael Schaffer is currently registered with Stevens Foster Financial Advisors. 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.

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Michael Schaffer’s Registration & Firm History

MN

06/09/2021 - Present

Stevens Foster Financial Advisors (BLOOMINGTON MN)

MN

09/25/2019 - 01/14/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 10/17/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/25/2019

Series 7TO - General Securities Representative Examination

BC

Issued 08/21/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Adam Schaffer.
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