Bluestem Wealth Partners, LLC
Firm details
- Headquarters
- Minnetonka, Minnesota
- CRD number
- 324489
- Registered since
- January 13, 2023
- Website
- bluestemwealthpartners.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI66.96%
- Individuals31.7%
- Pension & Profit Sharing Plans1.34%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Bluestem Wealth Partners, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2023. The firm serves both individual and family clients as well as institutional and business accounts, operating as a fee-based adviser that charges a mix of percentage-of-AUM and fixed fees. Bluestem also functions as a capital allocator and maintains insurance brokerage capabilities alongside its advisory services. Advisory offerings include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and the selection of other advisers. The firm does not identify itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds72%
- Exchange Traded Equities18%
- Cash & Cash Equivalents8%
- State & Local Bonds2%
Owners & executives
2 of 2
Mary Jo Kohman
Chief Operating Officer, Financial AdvisorCRD 1723275
Andrew Warning
Chief Compliance OfficerCRD 3211861
Contacts
3 of 17
Mitchell Dickie
Financial AdvisorCRD 7383755
Jill Lawrence
Private Wealth Advisor Certified Financial PlannerCRD 2341207
Scott Marquardt
Managing PartnerCRD 4836766
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 84Active vs passive
$1.2B in ETFs
74%
$861M
19%
$296M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB INTERNATIONAL EQUITY ETF (SCHF) | Schwab | Passive | Foreign Large Blend | $106M | 3,819,433 | 9.14% |
Location
Minnetonka, MN
Hennepin
Location
Minnetonka, MN
Headquartered in Minnetonka, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 13100 Wayzata Blvd
- Time zone
- CT (UTC-6)
- Office locations
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