Jeremy Ballmann has been an investment adviser representative at Stevens, Foster Financial Services since September 2023, 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.
- – present · 3 yearsBloomington, MN · Adviser representative · Firm CRD 115752
Investment adviser representative registrations
Jeremy Ballmann is registered as an investment adviser representative in Minnesota, since September 2023.
- MinnesotaSince 15 September 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 29 November 2023 |
| Series 65 | Uniform Investment Adviser Law Examination | 15 September 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 10 April 2014 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 24 June 2013 |
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jeremy Matthew Ballmann
- CRD
- 6158501
- Firm
- Stevens, Foster Financial Services · CRD 115752
- Office
- 7900 XERXES AVENUE SOUTH, SUITE 1800, Bloomington, MN 55431
- Registration
- Investment adviser registration
- In the industry since
- March 2016
- Disciplinary history
- Not yet shown here · SEC record
Where does Jeremy Ballmann work?
Jeremy Ballmann is an investment adviser representative registered through Stevens, Foster Financial Services, Inc. since September 2023, and is not listed among the firm’s executive officers or direct owners.
Is Jeremy Ballmann a financial advisor?
Yes. Jeremy Ballmann has a current investment-adviser registration in Minnesota, through Stevens, Foster Financial Services since September 2023.
How many years of experience does Jeremy Ballmann have?
Jeremy Ballmann has 10 years in the financial industry, since March 2016, across 1 adviser firm.
What exams has Jeremy Ballmann passed?
Jeremy Ballmann has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 6TO. The earliest, the Series 6, was passed in June 2013. FINRA credited Jeremy Ballmann with the SIE, which began in October 2018.
Where is Jeremy Ballmann based?
Jeremy Ballmann’s registered office is in Bloomington, MN.
Is Jeremy Ballmann registered with FINRA?
No. Jeremy Ballmann has no current broker registration.
How can I verify Jeremy Ballmann’s record?
Search CRD 6158501 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeremy Ballmann’s full registration record.