Stevens Foster Financial Advisors
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 115752
- SEC number
- 801-80128
- Firm type
- RIA
- Assets under management
- $750.4M as of Mar 30, 2026
- Website
- www.stevensfoster.com ↗
- Phone
- 952-843-4200
- Address
- 7900 Xerxes Avenue South, Bloomington, MN, 55431
Advisors at this firm
6 in our index · page 1 of 1
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Jeremy Matthew BallmannCRD 6158501 · Bloomington, MNIA RegisteredRegistration inactive
-
Keith Allen LunneborgCRD 3126060 · Bloomington, MNIA RegisteredRegistration inactive
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Keller Anthony LampertCRD 8249016 · Bloomington, MNIA Registered
-
Jann Danelle MauriCRD 6247037 · Bloomington, MNIA Registered
-
Daniel Eaton PlagensCRD 5104957 · Bloomington, MNIA RegisteredDisclosure event(s) on record
-
William Howard StevensCRD 436000 · Bloomington, MNIA Registered
1–6 of 6
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 115752 ↗
FINRA BrokerCheck record for firm CRD 115752 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.