Stevens Foster Financial Advisors

William Stevens is a ChFC® credentialed financial advisor with 25 years of industry experience. He has been with Stevens Foster Financial Advisors since 1998 and also has a background with Linsco/Private Ledger Corp. Stevens serves on the board of Penumbra Theatre in an unpaid capacity and pursues buying and selling old books as a hobby. Stevens Foster Financial Advisors serves high net worth individuals, corporate officers, small business owners, family trusts, and foundations with comprehensive financial planning and discretionary portfolio management. The firm integrates investment management with year-round tax planning and focuses on executive benefits and stock-based compensation within clients’ financial plans.

Jann Mauri is a financial advisor at Stevens Foster Financial Advisors in Bloomington, MN, holding a Series 65 designation with 11 years of industry experience. Mauri has been with Stevens Foster since 2013. Mauri maintains a Minnesota insurance license for service purposes but does not receive commissions. Stevens Foster Financial Advisors serves high net worth individuals, corporate officers, small business owners, family trusts, and foundations with comprehensive financial planning and discretionary portfolio management. The firm combines investment management with ongoing tax planning and preparation, emphasizing executive benefits and stock-based compensation, and employs a tax-aware, risk-focused approach supported by in-house tax professionals.

Keith Lunneborg is a financial advisor with Stevens Foster Financial Advisors in Bloomington, MN, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Stevens Foster since 2019 and previously held roles at Transamerica Investors Securities Corporation and Transamerica Retirement Management from 2009 to 2019. Stevens Foster serves high net worth individuals, corporate officers, small business owners, family trusts, and foundations with comprehensive financial planning and discretionary portfolio management. The firm integrates investment management with ongoing tax planning and preparation, emphasizing executive benefits and stock-based compensation in client financial plans.

Daniel Plagens is a financial advisor at Stevens Foster Financial Advisors in Bloomington, MN, with 13 years of industry experience. He holds Series 63, 65, and 66 licenses and has been associated with LPL Financial LLC since 2011. Plagens maintains a Minnesota life and health insurance license for service purposes only and does not receive commissions. Stevens Foster serves high net worth individuals, corporate officers, small business owners, family trusts, and foundations with comprehensive financial planning and discretionary portfolio management. The firm integrates investment management with ongoing tax planning and emphasizes executive benefits and stock-based compensation in clients’ financial plans.

Jeremy Ballmann is a financial advisor at Stevens Foster Financial Advisors in Bloomington, MN, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Avantax Investment Services, MRK Financial Solutions, Focus Financial, Royal Alliance, and Cetera Investment Services. Stevens Foster serves high net worth individuals, corporate officers, small business owners, family trusts, and foundations with comprehensive financial planning and discretionary portfolio management. The firm combines investment management with ongoing tax planning and preparation, emphasizing executive benefits and stock-based compensation integration.