Jeremy Matthew Ballmann
Investment adviser representative at Stevens Foster Financial Advisors
11 yearsExperience
1 stateRegistered in
$750.4MFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Stevens Foster Financial AdvisorsJan 2022 to now
- UnemployedJul 2021 to Jan 2022
- Avantax Insurance Agency, LLCOct 2020 to Jul 2021
- Avantax Investment Services, Inc.Oct 2020 to Jul 2021
- Mrk Financial Solutions, IncOct 2020 to Jul 2021
- Focus FinancialJun 2016 to Oct 2020
- Royal AllianceJun 2016 to Oct 2020
- Bww Resources, LLCMar 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (MN).
Stevens Foster Financial Advisors
Legal name: Stevens, Foster Financial Services, Inc.
$750.4MAssets managed
332Clients
6Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6158501
- Firm CRD
- 115752