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Jann Mauri

Investment adviser representative at Stevens, Foster Financial Services in Bloomington, MN

Investment adviser registrationUpdated

Jann Mauri is an investment adviser representative at Stevens, Foster Financial Services, Inc., an investment adviser managing $750M, and works from its Bloomington, MN office. Jann Mauri has been registered through Stevens, Foster Financial Services since 29 October 2014, has 11 years in the industry across 1 firm and has passed the Series 65.

11
Years in industry
11
Years at firm
1
Adviser firms
0
States registered

From the IAPD record, checked 24 October 2026SEC record

Career

Jann Mauri has been an investment adviser representative at Stevens, Foster Financial Services since October 2014, and is not listed among the firm’s executive officers or direct owners.

Stevens, Foster Financial Services, Inc. is a Bloomington, MN firm with $750M under management, 332 clients and 5 advisers in one office, as of its March 2026 filing.

  1. – present · 11 years
    Bloomington, MN · Adviser representative · Firm CRD 115752

Credentials and registrations

Examinations

Series 6529 October 2014
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Jann Danelle Mauri
CRD
6247037
Office
7900 XERXES AVENUE SOUTH, SUITE 1800, Bloomington, MN 55431
Registration
Investment adviser registration
In the industry since
October 2014
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Jann Mauri work?

Jann Mauri is an investment adviser representative registered through Stevens, Foster Financial Services, Inc. since October 2014, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 24 October 2026

Is Jann Mauri a financial advisor?

Yes. Jann Mauri has a current investment-adviser registration, through Stevens, Foster Financial Services since October 2014.

Source: IAPD individual record, checked 24 October 2026

How many years of experience does Jann Mauri have?

Jann Mauri has 11 years in the financial industry, since October 2014, across 1 adviser firm.

Source: IAPD individual record, checked 24 October 2026

What exams has Jann Mauri passed?

Jann Mauri passed the Series 65 in October 2014.

Source: IAPD individual record, checked 24 October 2026

Where is Jann Mauri based?

Jann Mauri’s registered office is in Bloomington, MN.

Source: IAPD individual record, checked 24 October 2026

Is Jann Mauri registered with FINRA?

No. Jann Mauri has no current broker registration.

Source: IAPD individual record, checked 24 October 2026

How can I verify Jann Mauri’s record?

Search CRD 6247037 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jann Mauri’s full registration record.

Source: IAPD individual record, checked 24 October 2026

Leadership at Stevens, Foster Financial Services

Sources

  1. IAPD individual record, CRD 6247037, checked 24 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Stevens, Foster Financial Services, Inc., filed 30 March 2026. Executive officers and direct owners; this person is not among them.