Bluestem Financial Advisors, LLC
Firm details
- Headquarters
- Savoy, Illinois
- CRD number
- 158418
- Registered since
- June 13, 2019
- Website
- www.bluestemfa.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Hourly Charges, Fixed Fees, Other
- Client types
- HNWI95.36%
- Individuals4.64%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Bluestem Financial Advisors, LLC is an independent, individual-owned registered investment adviser that provides financial planning and discretionary portfolio management for individuals and small businesses. The firm charges clients via hourly and fixed fees (and other fee arrangements) rather than product commissions, and it does not operate as a capital allocator or pension consultant. Bluestem reports being an active ESG investor and focuses its client work on private individuals and families rather than institutional mandates. The adviser has been SEC-registered since 2019.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds85%
- US Government Bonds10%
- Cash & Cash Equivalents2%
- Exchange Traded Equities1%
- Investment Grade Corp Bonds1%
Contacts
3 of 7
Joseph Miebach
Lead Financial PlannerCRD 7852252
Joshua Cutler
Partner, Senior Financial AdvisorCRD 5815169
Johnathan Frerichs
Associate Financial PlannerCRD 8311754
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 29Active vs passive
$287M in ETFs
97%
$279M
0%
$7.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL BOND MARKET INDEX FUND (BND) | Vanguard | Passive | Intermediate Core Bond | $59.8M | 814,283 | 20.83% |
Location
Savoy, IL
Champaign
Location
Savoy, IL
Headquartered in Savoy, IL, in the Midwest of the United States.
- Region
- Midwest
- County
- Champaign
- Address
- 1809 Woodfield Dr
- Time zone
- CT (UTC-6)
- Office locations
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