Stevens Foster Financial Advisors
Description
Address: 7901 Xerxes Ave S #325, Bloomington, MN 55431 Hours: Open now · Add full hours Unable to add this file. Please check that it is a valid photo. Phone: (877) 270-4200Website: : : Hours: Place name: : : Category: : : Website: http://www.stevensfoster.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Stevens Foster Financial Advisors Posting publicly on the Web Write a review Reviews Be the first to review
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Stevens Foster Financial Advisors Employees
Employee
Years
Job
Industry
Brian Deal, CFP ® Brian Deal, CFP ®'s Stevens Foster Financial Advisors Experience March 2015 - Present
Job Stevens Foster Financial Advisors
Industry Investment Management
Experience
Stevens Foster Financial Advisors March 2015 - Present
Zeiders Enterprises, Inc. January 2012 - March 2015
Highmark Partners June 2008 - March 2015
Bradway Financial September 2012 - November 2014
Tittmann & Rusch, LLC October 2006 - October 2010
Travelers December 2000 - May 2006
United States Marine Corps Reserve November 2002 - August 2003
United States Marine Corps September 1996 - September 2000
Skills
Executive Benefit..., Tax Planning, Investment Advisory, Portfolio Management, Risk Management, Insurance, Asset Allocation, Estate Planning, Strategic Planning, Retirement, Retirement Planning, Wealth Management, Finance, Investments, Strategic Financial..., Financial Planners, Consulting, Wealth, Small Business, Asset Managment, Charitable Gift Planning
Education
Eastern Connecticut State University
BA, Psychology
South Sioux City Senior High School
Stevens Foster Financial Advisors March 2015 - Present
Zeiders Enterprises, Inc. January 2012 - March 2015
Highmark Partners June 2008 - March 2015
Bradway Financial September 2012 - November 2014
Tittmann & Rusch, LLC October 2006 - October 2010
Travelers December 2000 - May 2006
United States Marine Corps Reserve November 2002 - August 2003
United States Marine Corps September 1996 - September 2000
Skills
Executive Benefit..., Tax Planning, Investment Advisory, Portfolio Management, Risk Management, Insurance, Asset Allocation, Estate Planning, Strategic Planning, Retirement, Retirement Planning, Wealth Management, Finance, Investments, Strategic Financial..., Financial Planners, Consulting, Wealth, Small Business, Asset Managment, Charitable Gift Planning
Education
Eastern Connecticut State University
BA, Psychology
South Sioux City Senior High School
Gloria Atika Gloria Atika's Stevens Foster Financial Advisors Experience December 2007 - April 2010
Job SAP Consultant / Financial Advisor
Industry Information Technology and Services
Experience
Baker Tilly Virchow Krause, LLP 2014 - Present
Accenture January 2011 - August 2013
Stevens Foster Financial Advisors December 2007 - April 2010
Target June 2007 - August 2007
PwC June 2006 - August 2006
Skills
Data Analysis, Business Analysis, Microsoft Office, Microsoft Word, Program Management, SQL, Project Management, Customer Service, Control M, SAP FICO, PowerPoint, Lacerte, Team Leadership, Information Technology, Systems Analysis, Accounting, Tax Preparation, Auditing, SAP
Education
University of Minnesota-Twin Cities 2004 — 2008
B.A, Accounting/Economics
Baker Tilly Virchow Krause, LLP 2014 - Present
Accenture January 2011 - August 2013
Stevens Foster Financial Advisors December 2007 - April 2010
Target June 2007 - August 2007
PwC June 2006 - August 2006
Skills
Data Analysis, Business Analysis, Microsoft Office, Microsoft Word, Program Management, SQL, Project Management, Customer Service, Control M, SAP FICO, PowerPoint, Lacerte, Team Leadership, Information Technology, Systems Analysis, Accounting, Tax Preparation, Auditing, SAP
Education
University of Minnesota-Twin Cities 2004 — 2008
B.A, Accounting/Economics
Tom Luing Tom Luing's Stevens Foster Financial Advisors Experience March 2003 - May 2009
Job at Capital Management Associates
Industry Financial Services
Experience
Capital Management Associates Inc. August 2009 - Present
Stevens Foster Financial Advisors March 2003 - May 2009
Wildwood Wealth Mgmt 2001 - 2003
Stockwalk.com 1999 - 2001
Norwest Investment Services (now Wells Fargo) 1988 - 1999
Creative Equity Resources 1985 - 1988
Skills
Strategic Planning, Product Development, Business Strategy, Business Planning, Financial Analysis, Budgeting, Strategic Financial..., Life Planning, Investment Management, Retirement Planning, Asset Managment, Asset Allocation, Wealth Management, Personal Finance, Retirement Plan..., Qualified Retirement..., Portfolio Management, Portfolio Optimization, Leadership, Business Development, Finance, Financial Services, Management, Executive Management, Mutual Funds, Investments, Investment Advisory, Series 7, Retirement, Financial Advisory, Personal Financial..., Series 63, Financial Planning, Asset Management
Education
University of Minnesota - Carlson School of Management 1991 — 1993
Master of Business Administration (MBA), Strategic Management
Gustavus Adolphus College 1982 — 1986
BA, Financial Economics
Capital Management Associates Inc. August 2009 - Present
Stevens Foster Financial Advisors March 2003 - May 2009
Wildwood Wealth Mgmt 2001 - 2003
Stockwalk.com 1999 - 2001
Norwest Investment Services (now Wells Fargo) 1988 - 1999
Creative Equity Resources 1985 - 1988
Skills
Strategic Planning, Product Development, Business Strategy, Business Planning, Financial Analysis, Budgeting, Strategic Financial..., Life Planning, Investment Management, Retirement Planning, Asset Managment, Asset Allocation, Wealth Management, Personal Finance, Retirement Plan..., Qualified Retirement..., Portfolio Management, Portfolio Optimization, Leadership, Business Development, Finance, Financial Services, Management, Executive Management, Mutual Funds, Investments, Investment Advisory, Series 7, Retirement, Financial Advisory, Personal Financial..., Series 63, Financial Planning, Asset Management
Education
University of Minnesota - Carlson School of Management 1991 — 1993
Master of Business Administration (MBA), Strategic Management
Gustavus Adolphus College 1982 — 1986
BA, Financial Economics
Jacob Altendorf, CFA Jacob Altendorf, CFA's Stevens Foster Financial Advisors Experience May 2009 - September 2009
Job Investment Analyst at Accredited Investors
Industry Financial Services
Experience
Accredited Investors July 2014 - Present
RBC Wealth Management April 2013 - July 2014
RBC Wealth Management September 2010 - April 2013
Wells Fargo May 2010 - August 2010
Stevens Foster Financial Advisors May 2009 - September 2009
Skills
Bloomberg, Equities, Alternative Investments, Securities, Strategy, Trading, Finance, Training, Microsoft Excel, Mutual Funds, Microsoft Office, Research, Investments, Financial Analysis, Financial Advisory, Equity Research
Education
University of Minnesota Duluth 2006 — 2010
School; Bachelor, Business and Economics; Business Administration; Financial Markets -Finance
Accredited Investors July 2014 - Present
RBC Wealth Management April 2013 - July 2014
RBC Wealth Management September 2010 - April 2013
Wells Fargo May 2010 - August 2010
Stevens Foster Financial Advisors May 2009 - September 2009
Skills
Bloomberg, Equities, Alternative Investments, Securities, Strategy, Trading, Finance, Training, Microsoft Excel, Mutual Funds, Microsoft Office, Research, Investments, Financial Analysis, Financial Advisory, Equity Research
Education
University of Minnesota Duluth 2006 — 2010
School; Bachelor, Business and Economics; Business Administration; Financial Markets -Finance
Jonathan Horick CFA, CPA Jonathan Horick CFA, CPA's Stevens Foster Financial Advisors Experience September 2013 - Present
Job Financial Services Professional Investment Avisory Practice
Industry Financial Services
Experience
Stevens Foster Financial Advisors September 2013 - Present
Akros Capital / Northland Directions - Fundamental Long/Short and Fundamental Long-only 2006 - August 2013
Northrop Capital / Millenium Partners - Fundamental U.S. Equity Long/Short 2005 - 2006
White Pine Capital - Fundamental U.S. Equity Long-only and Fundamental Long/Short 2002 - 2005
Deephaven Capital Management - Fundamental U.S. Equity Long/Short 2001 - 2002
Skills
Portfolio Management, Financial Modeling, Fundamental Equity and..., Investment Management..., Long/Short Equity, Alternative Investments, Institutional Due..., Financial Reporting and..., Best Practices in..., Valuation, Asset Management, Investment Management, Equities, Investments, Financial Analysis, Hedge Funds, Finance, Mutual Funds, Due Diligence, Fixed Income, Financial Services
Education
University of Minnesota - Carlson School of Management
MBA, Finance
Wartburg College
BA, Business / Accounting
Stevens Foster Financial Advisors September 2013 - Present
Akros Capital / Northland Directions - Fundamental Long/Short and Fundamental Long-only 2006 - August 2013
Northrop Capital / Millenium Partners - Fundamental U.S. Equity Long/Short 2005 - 2006
White Pine Capital - Fundamental U.S. Equity Long-only and Fundamental Long/Short 2002 - 2005
Deephaven Capital Management - Fundamental U.S. Equity Long/Short 2001 - 2002
Skills
Portfolio Management, Financial Modeling, Fundamental Equity and..., Investment Management..., Long/Short Equity, Alternative Investments, Institutional Due..., Financial Reporting and..., Best Practices in..., Valuation, Asset Management, Investment Management, Equities, Investments, Financial Analysis, Hedge Funds, Finance, Mutual Funds, Due Diligence, Fixed Income, Financial Services
Education
University of Minnesota - Carlson School of Management
MBA, Finance
Wartburg College
BA, Business / Accounting
Todd Utecht CFA/CFP Todd Utecht CFA/CFP's Stevens Foster Financial Advisors Experience October 2000 - July 2002
Job Program Manager, Affinity Plus Investment Center located at Affinity Plus, FCU
Industry Financial Services
Experience
Affinity Plus Investment Center, located at Affinity Plus Credit Union June 2006 - Present
Affinity Plus Investment Center, located at Affinity Plus Credit Union June 2003 - May 2006
Stevens Foster Financial Advisors October 2000 - July 2002
Skills
Investments, Financial Planning, Retirement, Portfolio Management, Investment Advisory, Asset Management, Wealth Management, Insurance, Mutual Funds, Asset Allocation, Equities, Retirement Planning, Series 7, Securities, Alternative Investments, Investment Strategies, Strategic Financial..., Finance
Education
University of Minnesota Duluth
BBA, Finance
University of St. Thomas
MBA, Management/Finance
Affinity Plus Investment Center, located at Affinity Plus Credit Union June 2006 - Present
Affinity Plus Investment Center, located at Affinity Plus Credit Union June 2003 - May 2006
Stevens Foster Financial Advisors October 2000 - July 2002
Skills
Investments, Financial Planning, Retirement, Portfolio Management, Investment Advisory, Asset Management, Wealth Management, Insurance, Mutual Funds, Asset Allocation, Equities, Retirement Planning, Series 7, Securities, Alternative Investments, Investment Strategies, Strategic Financial..., Finance
Education
University of Minnesota Duluth
BBA, Finance
University of St. Thomas
MBA, Management/Finance
Deana Smythe Healy Deana Smythe Healy's Stevens Foster Financial Advisors Experience July 2011 - January 2014
Job Experienced strategic thought leader
Industry Information Technology and Services
Experience
Vista Consulting Group February 2014 - Present
Stevens Foster Financial Advisors July 2011 - January 2014
Ameriprise Financial Services, Inc. February 2011 - July 2011
Ameriprise Financial 2007 - February 2011
Ameriprise Financial Advisors 2006 - 2007
Ameriprise Financial 2005 - 2006
Ameriprise Financial 2002 - 2005
Ameriprise Financial 2001 - 2002
American Express Financial Advisors 1998 - 2001
Ameriprise Financial 1994 - 1998
Skills
Business Process, Strategic Planning, Program Management, Program Implementation, Operational Risk..., Analysis, Business Analysis, Change Management, Business Strategy, Management, Recruiting, Sales Operations, Project Planning, Talent Management, Leadership, Business Development, Training, Consulting, Vendor Management, IT Strategy, Process Improvement, PMO
Education
Princeton University 1990 — 1992
M.A.
Wellesley College 1986 — 1990
BA
Vista Consulting Group February 2014 - Present
Stevens Foster Financial Advisors July 2011 - January 2014
Ameriprise Financial Services, Inc. February 2011 - July 2011
Ameriprise Financial 2007 - February 2011
Ameriprise Financial Advisors 2006 - 2007
Ameriprise Financial 2005 - 2006
Ameriprise Financial 2002 - 2005
Ameriprise Financial 2001 - 2002
American Express Financial Advisors 1998 - 2001
Ameriprise Financial 1994 - 1998
Skills
Business Process, Strategic Planning, Program Management, Program Implementation, Operational Risk..., Analysis, Business Analysis, Change Management, Business Strategy, Management, Recruiting, Sales Operations, Project Planning, Talent Management, Leadership, Business Development, Training, Consulting, Vendor Management, IT Strategy, Process Improvement, PMO
Education
Princeton University 1990 — 1992
M.A.
Wellesley College 1986 — 1990
BA
Bruce Kalmoe Bruce Kalmoe's Stevens Foster Financial Advisors Experience 2001 - 2008
Job Owner, Bruce I Kalmoe, CPA
Industry Management Consulting
Experience
Bruce I Kalmoe, CPA November 2008 - Present
Stevens Foster Financial Advisors 2001 - 2008
Nath Companies January 1990 - December 1999
Education
University of Minnesota - Carlson School of Management 1990 — 1994
MBT, Taxation
Bruce I Kalmoe, CPA November 2008 - Present
Stevens Foster Financial Advisors 2001 - 2008
Nath Companies January 1990 - December 1999
Education
University of Minnesota - Carlson School of Management 1990 — 1994
MBT, Taxation
Ben Brookman Ben Brookman's Stevens Foster Financial Advisors Experience 2004 - 2004
Job Manager Network Planning at Alaska Airlines
Industry Airlines/Aviation
Experience
Alaska Airlines May 2014 - Present
Alaska Airlines October 2011 - May 2014
US Airways April 2010 - October 2011
US Airways December 2008 - September 2010
Jets International January 2007 - June 2008
Institute for Environmental Assessment June 2006 - August 2006
Stevens, Foster Financial Advisors 2004 - 2004
Skills
Microsoft Excel, Access, Financial Modeling, Demand Forecasting, Strategic Planning, Financial Analysis, Revenue Forecasting, Revenue Management, PowerPoint, Hyperion Reports, Revenue Analysis, Management, Pricing, Contract Negotiation, Aviation, Budgets, Airports, Pricing Strategy, Sabre, Airlines, Flights, Forecasting, Aircraft, Logistics, Flight Safety, Analysis, Leadership, Yield Management, Competitive Analysis, Airline Management
Education
Northeastern University 2005 — 2008
BS, Management, Marketing
The Blake School 2000 — 2004
Alaska Airlines May 2014 - Present
Alaska Airlines October 2011 - May 2014
US Airways April 2010 - October 2011
US Airways December 2008 - September 2010
Jets International January 2007 - June 2008
Institute for Environmental Assessment June 2006 - August 2006
Stevens, Foster Financial Advisors 2004 - 2004
Skills
Microsoft Excel, Access, Financial Modeling, Demand Forecasting, Strategic Planning, Financial Analysis, Revenue Forecasting, Revenue Management, PowerPoint, Hyperion Reports, Revenue Analysis, Management, Pricing, Contract Negotiation, Aviation, Budgets, Airports, Pricing Strategy, Sabre, Airlines, Flights, Forecasting, Aircraft, Logistics, Flight Safety, Analysis, Leadership, Yield Management, Competitive Analysis, Airline Management
Education
Northeastern University 2005 — 2008
BS, Management, Marketing
The Blake School 2000 — 2004
Jeannie Jackson, CFP®'s Stevens Foster Financial Advisors Experience December 2007 - May 2015
Job Certified Financial Planner ™ Founder of Eagle Creek Financial Advisors
Industry Financial Services
Experience
Eagle Creek Financial Advisors, LLC June 2015 - Present
Eagle Creek Financial Advisors June 2015 - Present
Stevens Foster Financial Advisors December 2007 - May 2015
LPL Financial February 2008 - June 2014
ING National Trust July 2006 - December 2007
Financial Network Investment Corporation, Member SIPC April 2001 - July 2006
Chase Taylor Financial February 2001 - July 2006
Wells Fargo Advisors August 1999 - February 2001
Wells Fargo Advisors September 1987 - July 1996
Skills
Investments, Retirement Planning, Series 7, Strategic Financial..., Financial Planning, Mutual Funds, Management, FINRA, Branch Management, Securities, Wealth Management, Portfolio Management, High Net Worth..., Insurance, Compliance, Banking, Financial Services, Financial Advisory, Registered Investment..., Relationship Building, Investment Management, Investment Strategies, Collaborative Practice, Holistic Financial...
Education
Bethel University
Bachelor of Arts (B.A.), Business Management
Edison High School Minneapolis, MN
Minnesota State University, Mankato
Financial Planning Certificate, CFP Board-Registered Program
Eagle Creek Financial Advisors, LLC June 2015 - Present
Eagle Creek Financial Advisors June 2015 - Present
Stevens Foster Financial Advisors December 2007 - May 2015
LPL Financial February 2008 - June 2014
ING National Trust July 2006 - December 2007
Financial Network Investment Corporation, Member SIPC April 2001 - July 2006
Chase Taylor Financial February 2001 - July 2006
Wells Fargo Advisors August 1999 - February 2001
Wells Fargo Advisors September 1987 - July 1996
Skills
Investments, Retirement Planning, Series 7, Strategic Financial..., Financial Planning, Mutual Funds, Management, FINRA, Branch Management, Securities, Wealth Management, Portfolio Management, High Net Worth..., Insurance, Compliance, Banking, Financial Services, Financial Advisory, Registered Investment..., Relationship Building, Investment Management, Investment Strategies, Collaborative Practice, Holistic Financial...
Education
Bethel University
Bachelor of Arts (B.A.), Business Management
Edison High School Minneapolis, MN
Minnesota State University, Mankato
Financial Planning Certificate, CFP Board-Registered Program
Dave Knecht Dave Knecht's Stevens Foster Financial Advisors Experience 2012 - 2014
Job Real Estate Associate @ eGreen Realty
Industry Real Estate
Experience
eGreen Realty 2014 - Present
Dave Knecht, LLC 1988 - Present
David J. Knecht, CPA 2011 - 2015
Stevens Foster Financial Advisors 2012 - 2014
Hartford Life 1989 - 2011
Skills
Investments, Selling, Mortgage Lending, Insurance, Sales, First Time Home Buyers, Foreclosures, Sellers, Residential Homes, REO, Single Family Homes
Education
Iowa State University
BS, Accounting and Finance
eGreen Realty 2014 - Present
Dave Knecht, LLC 1988 - Present
David J. Knecht, CPA 2011 - 2015
Stevens Foster Financial Advisors 2012 - 2014
Hartford Life 1989 - 2011
Skills
Investments, Selling, Mortgage Lending, Insurance, Sales, First Time Home Buyers, Foreclosures, Sellers, Residential Homes, REO, Single Family Homes
Education
Iowa State University
BS, Accounting and Finance
Mike Trevenna's Stevens Foster Financial Advisors Experience March 2010 - February 2011
Job MP Manager Mobile & Accessories
Industry Retail
Experience
Target September 2014 - Present
Target May 2013 - September 2014
Target March 2011 - April 2013
Stevens Foster Financial Advisors March 2010 - February 2011
Stevens Foster Financial Advisors May 2008 - March 2010
AXA Advisors September 2007 - March 2008
Community Reinvestment Fund June 2006 - August 2007
Skills
Retirement Planning, Series 7, Employee Benefits, Series 63, Life Insurance, Strategic Financial..., Microsoft Excel, Inventory Management, Merchandising, Forecasting, Asset Allocation, Leadership, Strategy
Education
Carlson School of Management 2013 — 2016
Master of Business Administration (MBA), Marketing/Management
University of St. Thomas 2004 — 2007
Bachelor, Financial Management
Birkbeck College, University of London 2005 — 2005
Montana Tech of the University of Montana 2003 — 2003
Target September 2014 - Present
Target May 2013 - September 2014
Target March 2011 - April 2013
Stevens Foster Financial Advisors March 2010 - February 2011
Stevens Foster Financial Advisors May 2008 - March 2010
AXA Advisors September 2007 - March 2008
Community Reinvestment Fund June 2006 - August 2007
Skills
Retirement Planning, Series 7, Employee Benefits, Series 63, Life Insurance, Strategic Financial..., Microsoft Excel, Inventory Management, Merchandising, Forecasting, Asset Allocation, Leadership, Strategy
Education
Carlson School of Management 2013 — 2016
Master of Business Administration (MBA), Marketing/Management
University of St. Thomas 2004 — 2007
Bachelor, Financial Management
Birkbeck College, University of London 2005 — 2005
Montana Tech of the University of Montana 2003 — 2003
Heather Belmonte's Stevens Foster Financial Advisors Experience 2002 - 2004
Job Exec. Assistant at the isle at pompano park
Industry Gambling & Casinos
Experience
Isle Casino Racing Pompano Park September 2006 - Present
State of Washington April 2006 - September 2006
The Innovation Group May 2005 - August 2005
Stevens, Foster Financial Advisors 2002 - 2004
Skills
Event Planning, Public Speaking, Budgets, Leadership, Casino, Strategic Planning, Gaming Industry, Hospitality, Social Media, Customer Service, Event Management, Management, Marketing, Public Relations, Team Building, Project Management
Education
University of Arizona 2004 — 2005
B.S., Animal Science - Race Track Industry Program
Marquette University 1993 — 1997
B.S., Business/Finance
Isle Casino Racing Pompano Park September 2006 - Present
State of Washington April 2006 - September 2006
The Innovation Group May 2005 - August 2005
Stevens, Foster Financial Advisors 2002 - 2004
Skills
Event Planning, Public Speaking, Budgets, Leadership, Casino, Strategic Planning, Gaming Industry, Hospitality, Social Media, Customer Service, Event Management, Management, Marketing, Public Relations, Team Building, Project Management
Education
University of Arizona 2004 — 2005
B.S., Animal Science - Race Track Industry Program
Marquette University 1993 — 1997
B.S., Business/Finance
Bob Smrekar, CFP, AIF's Stevens Foster Financial Advisors Experience 2001 - 2006
Job Financial Advisor at Wade Financial Group
Industry Financial Services
Experience
Wade Financial Group October 2006 - Present
Stevens, Foster Financial Advisors 2001 - 2006
Wings Financial Federal Credit Union March 2000 - October 2001
Analysts International Corporation (AIC) 1985 - 1996
Skills
Investments, Retirement, Retirement Planning, Strategic Financial..., Financial Planning, Financial Advisory, Portfolio Management, Employee Benefits, Tax
Education
Augsburg College 1981 — 1985
Wade Financial Group October 2006 - Present
Stevens, Foster Financial Advisors 2001 - 2006
Wings Financial Federal Credit Union March 2000 - October 2001
Analysts International Corporation (AIC) 1985 - 1996
Skills
Investments, Retirement, Retirement Planning, Strategic Financial..., Financial Planning, Financial Advisory, Portfolio Management, Employee Benefits, Tax
Education
Augsburg College 1981 — 1985
Eric Evanson's Stevens Foster Financial Advisors Experience March 2009 - May 2009
Job Reputation Manager at OutsourceRanking.com/RM
Industry Marketing and Advertising
Experience
Outsource Ranking July 2014 - Present
Outsource Ranking September 2013 - July 2014
Evanson Technology Solutions, LLC January 2012 - August 2013
Target June 2011 - October 2011
IBM May 2010 - January 2011
American Medical Systems May 2009 - August 2009
Stevens Foster Financial Advisors March 2009 - May 2009
Honeywell June 2008 - August 2008
Skills
Financial Forecasting, Product Launches, Supply Chain..., Finance, Competitive Analysis, Product Launch, Business Intelligence, Leadership, Management, Forecasting, Business Analysis, Analysis, Product Marketing, Sales, Project Management
Education
University of Minnesota - Carlson School of Management 2006 — 2011
Bachelor of Arts (BA), Finance, Marketing
Hong Kong University of Science and Technology - School of Business and Management 2011 — 2011
BS, Finance and Marketing
University of Minnesota-Twin Cities 2006 — 2011
BSB, Finance and Marketing
Outsource Ranking July 2014 - Present
Outsource Ranking September 2013 - July 2014
Evanson Technology Solutions, LLC January 2012 - August 2013
Target June 2011 - October 2011
IBM May 2010 - January 2011
American Medical Systems May 2009 - August 2009
Stevens Foster Financial Advisors March 2009 - May 2009
Honeywell June 2008 - August 2008
Skills
Financial Forecasting, Product Launches, Supply Chain..., Finance, Competitive Analysis, Product Launch, Business Intelligence, Leadership, Management, Forecasting, Business Analysis, Analysis, Product Marketing, Sales, Project Management
Education
University of Minnesota - Carlson School of Management 2006 — 2011
Bachelor of Arts (BA), Finance, Marketing
Hong Kong University of Science and Technology - School of Business and Management 2011 — 2011
BS, Finance and Marketing
University of Minnesota-Twin Cities 2006 — 2011
BSB, Finance and Marketing
Laura Seymour, CFP®'s Stevens Foster Financial Advisors Experience August 2009 - January 2011
Job President at TorchLight Advisors
Industry Financial Services
Experience
TorchLight Advisors January 2011 - Present
Stevens Foster Financial Advisors August 2009 - January 2011
Fure Financial Corporation April 2007 - June 2009
Wells Fargo Home Mortgage April 2003 - April 2007
Skills
Empathetic Listener, Goal Clarification, Life Planner, Retirement Planning, Strategic Financial..., Wealth Management, Retirement, Financial Planners, Financial Advisory, Investments, Asset Allocation, Insurance, Asset Managment, Portfolio Management, Personal Finance, Mutual Funds, Investment Management, Series 7, Investment Advisory, Investment Strategies, IRAs, 401k Rollovers, Personal Financial..., Roth IRA, Wealth, Wealth Accumulation, Financial Goals, Wealth Management..., ETFs, Investment Advisory..., Money, Certified Financial...
Education
Minnesota State University, Mankato 2008 — 2009
CFP Certificate, CFP Program
Morningside College 1996 — 2000
Bachelor of Arts, Business Administration
TorchLight Advisors January 2011 - Present
Stevens Foster Financial Advisors August 2009 - January 2011
Fure Financial Corporation April 2007 - June 2009
Wells Fargo Home Mortgage April 2003 - April 2007
Skills
Empathetic Listener, Goal Clarification, Life Planner, Retirement Planning, Strategic Financial..., Wealth Management, Retirement, Financial Planners, Financial Advisory, Investments, Asset Allocation, Insurance, Asset Managment, Portfolio Management, Personal Finance, Mutual Funds, Investment Management, Series 7, Investment Advisory, Investment Strategies, IRAs, 401k Rollovers, Personal Financial..., Roth IRA, Wealth, Wealth Accumulation, Financial Goals, Wealth Management..., ETFs, Investment Advisory..., Money, Certified Financial...
Education
Minnesota State University, Mankato 2008 — 2009
CFP Certificate, CFP Program
Morningside College 1996 — 2000
Bachelor of Arts, Business Administration
Eric Lee, CFA's Stevens Foster Financial Advisors Experience October 2005 - June 2011
Job Research Analysts at US Bank
Industry Investment Management
Experience
US Bank June 2011 - Present
Stevens Foster Financial Advisors October 2005 - June 2011
MainStreet Bank August 2004 - September 2005
WDAZ -TV 1997 - 1999
Skills
Mutual Funds, Investments, Portfolio Management, Asset Allocation, Securities, Financial Modeling, Asset Management, Credit, Insurance, Real Estate, Investment Strategies, Financial Analysis, Wealth Management, Equities, Due Diligence, Fixed Income
Education
The University of North Dakota 1999 — 2001
MBA, Finance
University of Idaho 1994 — 1997
BS, Communications
Tartan High School
US Bank June 2011 - Present
Stevens Foster Financial Advisors October 2005 - June 2011
MainStreet Bank August 2004 - September 2005
WDAZ -TV 1997 - 1999
Skills
Mutual Funds, Investments, Portfolio Management, Asset Allocation, Securities, Financial Modeling, Asset Management, Credit, Insurance, Real Estate, Investment Strategies, Financial Analysis, Wealth Management, Equities, Due Diligence, Fixed Income
Education
The University of North Dakota 1999 — 2001
MBA, Finance
University of Idaho 1994 — 1997
BS, Communications
Tartan High School
Adam Estall, CFP®'s Stevens Foster Financial Advisors Experience January 1998 - March 2003
Job Case Analysis Manager at Gradient Financial Group
Industry Financial Services
Experience
Gradient Financial Group March 2012 - Present
Birch Cove Group, Ltd (Raymond James) October 2008 - July 2011
McNellis & Asato, Ltd (Raymond James) 2003 - 2008
Stevens Foster Financial Advisors January 1998 - March 2003
Skills
Retirement Planning, Mutual Funds, Investment Strategies, Strategic Financial..., Social Security
Education
University of Minnesota-Twin Cities 1993 — 1997
BS, Economics
Gradient Financial Group March 2012 - Present
Birch Cove Group, Ltd (Raymond James) October 2008 - July 2011
McNellis & Asato, Ltd (Raymond James) 2003 - 2008
Stevens Foster Financial Advisors January 1998 - March 2003
Skills
Retirement Planning, Mutual Funds, Investment Strategies, Strategic Financial..., Social Security
Education
University of Minnesota-Twin Cities 1993 — 1997
BS, Economics
Samuel Stevens's Stevens Foster Financial Advisors Experience May 2012 - Present
Job Businessman Sam
Industry Marketing and Advertising
Experience
Stevens Foster Financial Advisors May 2012 - Present
Carmelo's Ristorante June 2008 - October 2013
Skills
Marketing Strategy, Performance Management, Public Speaking, Leadership Development, Fitness Training, Sports Management, Sports Coaching, Love Of Learning, Sports Betting, Social Media Marketing
Education
Normandale Community College 2012 — 2014
Business Administration and Management, General
Stevens Foster Financial Advisors May 2012 - Present
Carmelo's Ristorante June 2008 - October 2013
Skills
Marketing Strategy, Performance Management, Public Speaking, Leadership Development, Fitness Training, Sports Management, Sports Coaching, Love Of Learning, Sports Betting, Social Media Marketing
Education
Normandale Community College 2012 — 2014
Business Administration and Management, General
Dave Kerber's Stevens Foster Financial Advisors Experience April 2014 - Present
Job Accountant at Stevens Foster Financial Advisors
Industry Financial Services
Experience
Stevens Foster Financial Advisors April 2014 - Present
Skills
Tax Accounting, Financial Accounting, Accounting, QuickBooks, Financial Analysis, Financial Statement..., Budget Forecasts, Operating Budgets, Project Management, Microsoft Exchange, Office 365, Microsoft Excel, Tax Research, Checkpoint
Education
Metropolitan State University
Bachelor of Science (B.S.), Accounting and Finance, 3.8
Stevens Foster Financial Advisors April 2014 - Present
Skills
Tax Accounting, Financial Accounting, Accounting, QuickBooks, Financial Analysis, Financial Statement..., Budget Forecasts, Operating Budgets, Project Management, Microsoft Exchange, Office 365, Microsoft Excel, Tax Research, Checkpoint
Education
Metropolitan State University
Bachelor of Science (B.S.), Accounting and Finance, 3.8