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William Howard Stevens

Stevens Foster Financial Advisors

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About William Howard Stevens

William Stevens is a financial advisor with Stevens Foster Financial Advisors, a firm located in Bloomington, Minnesota. William has been a registered representative for over 30 years and has a strong track record of success in the financial services industry. William is dedicated to providing personalized financial advice to individuals and families. William Stevens specializes in financial planning, portfolio management, and retirement planning.

Firm Information

William Stevens 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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William Stevens’s Registration & Firm History

MN

01/01/2025 - Present

Stevens Foster Financial Advisors (BLOOMINGTON MN)

MN

08/02/1994 - 07/07/2014

LPL FINANCIAL LLC (BLOOMINGTON MN)

AZ

05/19/1992 - 08/03/1994

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

NA

06/02/1988 - 05/19/1992

ANCHOR NATIONAL FINANCIAL SERVICES, INC.

NA

05/22/1986 - 06/28/1988

SMA EQUITIES, INC.

NA

02/17/1982 - 01/24/1986

CONNECTICUT MUTUAL FINANCIAL SERVICES, INC.

NA

10/01/1973 - 07/01/1982

MONY SALES, INC.

NA

10/01/1973 - 04/26/1982

THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK

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Licenses & Designations

BC

Issued 09/19/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/12/2002

Series 24 - General Securities Principal Examination

BC

Issued 09/03/2003

Series 31 - Futures Managed Funds Examination

BC

Issued 09/20/1973

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Howard Stevens.
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