RIA Intelligence

STEVENS, FOSTER FINANCIAL SERVICES, INC.

Legal name: STEVENS FOSTER FINANCIAL ADVISORS

CRD #115752 SEC #801-80128 BLOOMINGTON, MN 952-843-4200
SEC Registered
Total AUM
$660.8M
Discretionary
$536.3M
Employees
20
Clients
251
Accounts
1,019

Firm Details

Organization Type
Corporation
State of Formation
Minnesota
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 27, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
STEVENS, WILLIAM, HOWARDIPRESIDENT, CCOE Control
STEVENS, WILLIAM, HOWARDIPRESIDENT, CCOE Control
STEVENS, WILLIAM, HOWARDIPRESIDENT, CCOE Control
STEVENS, WILLIAM, HOWARDIPRESIDENT, CCOE Control
STEVENS, WILLIAM, HOWARDIPRESIDENT, CCOE Control
STEVENS, WILLIAM, HOWARDIPRESIDENT, CCOE Control
STEVENS, WILLIAM, HOWARDIPRESIDENT, CCOE Control
STEVENS, WILLIAM, HOWARDIPRESIDENT, CCOE Control
STEVENS, WILLIAM, HOWARDIPRESIDENT, CCOE Control
STEVENS, WILLIAM, HOWARDIPRESIDENT, CCOE Control
STEVENS, WILLIAM, HOWARDIPRESIDENT, CCOE Control
STEVENS, WILLIAM, HOWARDIPRESIDENT, CCOE Control
STEVENS, WILLIAM, HOWARDIPRESIDENT, CCOE Control
STEVENS, WILLIAM, HOWARDIPRESIDENT, CCOE Control
STEVENS, WILLIAM, HOWARDIPRESIDENT, CCOE Control
STEVENS, WILLIAM, HOWARDIPRESIDENT, CCOE Control
STEVENS, WILLIAM, HOWARDIPRESIDENT, CCOE Control
STEVENS, WILLIAM, HOWARDIPRESIDENT, CCOE Control
STEVENS, WILLIAM, HOWARDIPRESIDENT, CCOE Control
STEVENS, WILLIAM, HOWARDIPRESIDENT, CCOE Control
STEVENS, WILLIAM, HOWARDIPRESIDENT, CCOE Control
STEVENS, WILLIAM, HOWARDIPRESIDENT, CCOE Control

Registrations

Federal

IA
Mar 27, 2025 REGISTERED

Notice Filings (10)

AZ CA CO FL MN NE NH TX VT WI

Address

7900 XERXES AVENUE SOUTH
SUITE 1800
BLOOMINGTON, MN 55431
United States
Phone: 952-843-4200