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William Howard Stevens

Stevens Foster Financial Advisors

Bloomington, MN

CRD 436000

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Employer firm

Stevens Foster Financial Advisors CRD 115752

$750M regulatory AUM 100 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Stevens Foster Financial Advisors

7900 Xerxes Avenue South Suite 1800, Bloomington, MN 55431 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-29
FL RA APPROVED 2025-09-29
MN RA APPROVED 2025-09-29
WI RA APPROVED 2025-09-29
TX RA APPROVED 2001-10-11
  • CA RA
    APPROVED
    Since 2025-09-29
  • FL RA
    APPROVED
    Since 2025-09-29
  • MN RA
    APPROVED
    Since 2025-09-29
  • WI RA
    APPROVED
    Since 2025-09-29
  • TX RA
    APPROVED
    Since 2001-10-11

Branch Locations

7901 Xerxes Avenue South #325, Bloomington, MN 55431 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Linsco/Private Ledger Corp. Bloomington MN 08/1994 Present
Stevens, Foster Financial Advisors Bloomington MN 07/1998 Present
Previous Registrations
Other Businesses

MINNESOTA LIFE, HEALTH AND LONG TERM CARE LICENSED BOOKS OF CHOICE; BUY AND SELL OLD BOOKS AS A HOBBY BOARD MEMBER OF PENUMBRA THEATRE, THIS IS AN UNPAID POSITION

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2002-09-19
  • S63 Uniform Securities Agent State Law Examination
    2002-09-19
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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