STEVENS, FOSTER FINANCIAL SERVICES, INC.

STEVENS, FOSTER FINANCIAL SERVICES, INC. of BLOOMINGTON, MN is an SEC-registered investment adviser (CRD 115752). Regulatory assets under management: $750.4M.

Registration

• CRD: 115752
• SEC file number: 801-80128
• Type: Registered investment adviser
• Location: 7900 XERXES AVENUE SOUTH, SUITE 1800, BLOOMINGTON, MN, 55431
• Phone: 952-843-4200
• Latest filing: 2026-03-30
• Regulatory AUM: $750.4M
• Discretionary AUM: $618.4M
• Non-discretionary AUM: $132.0M
• Clients: 20
• Accounts: 1,003

Business model

Compensation: % of AUM, Hourly, Fixed, Commissions.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 115752 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search