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 RIA that registered with the SEC in 2019. The firm focuses on serving individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fee arrangements include hourly and fixed fees, along with other non‑commissioned pricing structures. Bluestem identifies as an active ESG investor and does not position itself as a capital allocator or pension consultant.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 29Active vs passive
$287M in ETFs
97%
$279M
0%
$7.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $59.4M | 77,522 | 20.67% |
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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