# STEVENS, FOSTER FINANCIAL SERVICES, INC.

STEVENS, FOSTER FINANCIAL SERVICES, INC. of BLOOMINGTON, MN is an SEC-registered investment adviser.

## Registration

- CRD: 115752
- Type: SEC-registered investment adviser
- SEC file number: 801-80128
- 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)

| Name | Role | Location |
| --- | --- | --- |
| William Howard Stevens | PRESIDENT, CCO | — |
| STEVENS RICHARD HOWARD | PRESIDENT, CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/115752/brochure
- Similar advisers: https://search.stillhousedata.com/firm/115752/similar
- Related entities: https://search.stillhousedata.com/firm/115752/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/115752

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.