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).

Current Firm Details

13100 Wayzata Blvd., Suite #140, Minnetonka, MN 55305

https://www.facebook.com/bluestemwealthpartners.com

By the Numbers

Total Assets Under Management

811

MILLION
Total Number of Accounts

7,756

ACCOUNTS
Average Account Value

$104,564

Compensation Options

A percentage of assets under your management
Fixed fees (other than subscription fees)

Advisory Services Offered

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)

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IA, IL, MN, NC, NY, TX, WI

Financial Advisors at Bluestem Wealth Partners, LLC

Showing 11 - 18 of 18 top financial advisors.

11

CRD#: 5866775

13100 Wayzata Blvd., Suite #140, Minnetonka, MN 55305

Joel McCann (CRD# 5866775) is an Investment Advisor Representative working at Bluestem Wealth Partners, LLC in Minnetonka, MN and has over 13 years of experience in the finance industry.

12

CRD#: 2941498

13100 Wayzata Blvd., Suite #140, Minnetonka, MN 55305

Mindy Reid (CRD# 2941498) 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.

13

CRD#: 2137276

13100 Wayzata Blvd., Suite #140, Minnetonka, MN 55305

Steven Rice (CRD# 2137276) is an Investment Advisor Representative working at Bluestem Wealth Partners, LLC in Minnetonka, MN and has over 33 years of experience in the finance industry.

14

Stephanie R. Sutton

CRD#: 6510064

13100 Wayzata Blvd., Suite #140, Minnetonka, MN 55305

Stephanie Sutton (CRD# 6510064) is an Investment Advisor Representative working at Bluestem Wealth Partners, LLC in Minnetonka, MN and has over 7 years of experience in the finance industry.

15

CRD#: 5027247

13100 Wayzata Blvd., Suite #140, Minnetonka, MN 55305

John Max (CRD# 5027247) is an Investment Advisor Representative working at Bluestem Wealth Partners, LLC in Minnetonka, MN and has over 4 years of experience in the finance industry.

16

Nancy A. Sandin

CRD#: 4737353

13100 Wayzata Blvd., Suite #140, Minnetonka, MN 55305

Nancy Sandin (CRD# 4737353) is an Investment Advisor Representative working at Bluestem Wealth Partners, LLC in Minnetonka, MN and has over 4 years of experience in the finance industry.

17

Aaron A. Seiffert

CRD#: 7477760

13100 Wayzata Blvd., Suite #140, Minnetonka, MN 55305

Aaron Seiffert (CRD# 7477760) is an Investment Advisor Representative working at Bluestem Wealth Partners, LLC in Minnetonka, MN and has 1 year of experience in the finance industry.

18

Rachael Vangorkom

CRD#: 6144302

703 East Ripley Street, Litchfield, MN 55355

Rachael Vangorkom (CRD# 6144302) is an Investment Advisor Representative working at Bluestem Wealth Partners, LLC in Litchfield, MN and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

Request Proposals