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STEVENS FOSTER FINANCIAL ADVISORS

BLOOMINGTON, MN · CRD 115752 · IAPD ↗ · stevensfoster.com · 952-843-4200

$750.4MRegulatory AUM
5Advisory reps
20Employees
100Clients
251-500Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2024 — STEVENS FOSTER FINANCIAL ADVISORS shrank from 8 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.