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William Howard Stevens

STEVENS, FOSTER FINANCIAL SERVICES, INC.·BLOOMINGTON, Minnesota
Series 1, Series 24, Series 31, Series 63Clean record25 years registeredSTEVENS, FOSTER FINANCIAL SERVICES, INC.
7900 XERXES AVENUE SOUTH, BLOOMINGTON, MN 55431CRD# 436000Firm CRD# 115752

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Howard Stevens · BLOOMINGTON, MN
Registration
CRD #436000 · STEVENS, FOSTER FINANCIAL SERVICES, INC. · 25 years registered
Brand Profile
Not yet started
01

Career History

STEVENS FOSTER FINANCIAL ADVISORS
Oct 2000 – present
LPL FINANCIAL LLC
Dec 2013 – Jul 2014
BLOOMINGTON, MN
LPL FINANCIAL CORPORATION
Sep 2006 – Dec 2010
BLOOMINGTON, MN
02

Registrations & Exams

FINRA examinations passed
Series 1
Series 24
Series 31
Series 63
Registration record
First registered · October 3, 2000
Years registered · 25
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STEVENS, FOSTER FINANCIAL SERVICES, INC.
CRD 115752 · SEC 801-80128
AUM
$620M
Regulatory assets under management
Employees
21
1,063 client accounts
Services offered by STEVENS, FOSTER FINANCIAL SERVICES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at STEVENS, FOSTER FINANCIAL SERVICES, INC. →
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05

Frequently Asked Questions

What services does William Howard Stevens offer?
William Howard Stevens specializes in Financial Planning, Investment Management. Contact their office in BLOOMINGTON, Minnesota for a consultation.
What are William Howard Stevens's credentials?
William Howard Stevens is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Howard Stevens located?
William Howard Stevens is based in BLOOMINGTON, Minnesota, working with STEVENS, FOSTER FINANCIAL SERVICES, INC.. Their office serves clients in the BLOOMINGTON metropolitan area and surrounding communities.
How does William Howard Stevens charge for services?
William Howard Stevens's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STEVENS, FOSTER FINANCIAL SERVICES, INC.?
STEVENS, FOSTER FINANCIAL SERVICES, INC. has approximately 21 employees and manages $620M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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