Stevens Foster Financial Advisors

William Stevens is a financial advisor with Stevens Foster Financial Advisors in Bloomington, MN, holding the ChFC® and Series 63 designations. He has 26 years of industry experience and has been with Stevens Foster since 1998. Stevens also has a long tenure with Linsco/Private Ledger Corp. Outside of his advisory work, he serves as an unpaid board member of Penumbra Theatre and pursues a hobby of buying and selling old books. Stevens Foster Financial Advisors serves high-net-worth individuals, corporate officers, small business owners, family trusts, and foundations. The firm combines investment management with tax planning and preparation, advising clients on executive compensation and retirement plan integration, with a focus on customized, tax-aware portfolio management overseen by an internal investment committee.

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.

Keller Lampert is a financial advisor at Stevens Foster Financial Advisors in Bloomington, MN, holding a Series 65 designation with four years of industry experience. Prior to joining Stevens Foster in 2022, he worked at the University of St Thomas and Rosemount High School. Stevens Foster Financial Advisors serves high-net-worth individuals, corporate officers, small business owners, and family trusts with comprehensive financial planning, portfolio management, and integrated tax services. The firm uses a dedicated investment team and committee to create tax-aware, diversified portfolios and provides year-round tax strategies alongside investment advice.

Daniel Plagens is a financial advisor at Stevens Foster Financial Advisors with 13 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at LPL Financial and First Command Brokerage Services. He maintains a Minnesota life and health insurance license for service purposes without receiving commissions. Stevens Foster serves high-net-worth individuals, corporate officers, small business owners, family trusts, and foundations with financial planning and portfolio management, combining investment management with tax planning and advice on executive compensation and retirement plan integration. The firm employs an in-house investment team overseeing tax-aware, risk-managed portfolios and offers specialized tax preparation services alongside investment advice.

Jeremy Ballmann is a financial advisor at Stevens Foster Financial Advisors in Bloomington, MN, with 10 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Focus Financial and MRK Financial Solutions. Stevens Foster serves high-net-worth individuals, corporate officers, small business owners, and family trusts with comprehensive financial planning and portfolio management. The firm combines investment management with tax planning and preparation, employing an in-house investment team and committee to create diversified, tax-aware portfolios focused on risk management.