CRD: 115752
Stevens Foster Financial Advisors
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-03-2000
- Office Locations
- 2
Office Locations
About Stevens Foster Financial Advisors
Stevens Foster Financial Advisors serves busy high-net-worth individuals, business executives, and small business owners, providing integrated wealth planning and advisory services designed to keep financial matters in order and enhance wealth efficiently. Client portfolios emphasize diversified allocations using ETFs and mutual funds with a risk-management focus. Based in Bloomington, MN, with custody relationships including Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
WILLIAM HOWARD STEVENS
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #436000
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Jeremy Matthew Ballmann
--
- CRD
- #6158501
Keller Anthony Lampert
--
- CRD
- #8249016
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $618,392,109 | $967,750 |
| Non-Discretionary | $132,038,011 | $362,742 |
| Total | $750,430,120 | $748,186 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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