Bluestem Wealth Partners, LLC
Bluestem Wealth Partners, LLC (CRD# 324489) is a financial advisory firm headquartered in Minnetonka, MN. They manage $811,000,000 in 7,756 accounts and serve the financial needs of clients across 11 states (or territories).
-
Total Assets Under Management811MILLION
-
Total Number of Accounts7,756ACCOUNTS
-
Average Account Value$104,564
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, IA, IL, MN, NC, NY, TX, WI
Ross Brouwer (CRD# 4703587) is an Investment Advisor Representative working at Bluestem Wealth Partners, LLC in Pahrump, NV and has over 20 years of experience in the finance industry.
Luke Debenedetto (CRD# 6874549) is an Investment Advisor Representative working at Bluestem Wealth Partners, LLC in Minnetonka, MN and has over 5 years of experience in the finance industry.
Jason Dreger (CRD# 3038968) is an Investment Advisor Representative working at Bluestem Wealth Partners, LLC in Minnetonka, MN and has over 25 years of experience in the finance industry.
Melissa Granlund (CRD# 5885437) is an Investment Advisor Representative working at Bluestem Wealth Partners, LLC in Minnetonka, MN and has over 12 years of experience in the finance industry.
Crescent Hoffman (CRD# 5320670) is an Investment Advisor Representative working at Bluestem Wealth Partners, LLC in Minnetonka, MN and has over 15 years of experience in the finance industry.
Mary Jo Kohman (CRD# 1723275) is an Investment Advisor Representative working at Bluestem Wealth Partners, LLC in Minnetonka, MN and has over 34 years of experience in the finance industry.
Jill Lawrence (CRD# 2341207) is an Investment Advisor Representative working at Bluestem Wealth Partners, LLC in Minnetonka, MN and has over 26 years of experience in the finance industry.
Barbara Mahr (CRD# 2061026) is an Investment Advisor Representative working at Bluestem Wealth Partners, LLC in Minnetonka, MN and has over 24 years of experience in the finance industry.
Scott Marquardt (CRD# 4836766) is an Investment Advisor Representative working at Bluestem Wealth Partners, LLC in Minnetonka, MN and has over 19 years of experience in the finance industry.
Kevin Max (CRD# 1436077) is an Investment Advisor Representative working at Bluestem Wealth Partners, LLC in Minnetonka, MN and has over 38 years of experience in the finance industry.