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Bluestem Financial Advisors, LLC

● SEC registered since 2019CRD 158418SEC# 801-116798Savoy, IL
Export (members)
Reg. AUM
$325.5M
Employees
10
Accounts
957
Location
Savoy, IL

Bluestem Financial Advisors, LLC assets under management

Bluestem Financial Advisors, LLC operates as an SEC-registered investment adviser based in Savoy, IL. The firm has been registered since 2019. It reports $325.5 million in regulatory assets under management and employs 10 people.
www.jakekuebler.comView on SEC.gov ↗

Bluestem Financial Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Jacob Daniel Kuebler ControlPresidentOver 75%2011
Joshua Leon Cutler ControlChief Compliance Officer25-50%2019

Frequently asked questions

How much does Bluestem Financial Advisors, LLC manage?

Bluestem Financial Advisors, LLC reports $325.5 million in regulatory assets under management on its Form ADV.

How many employees does Bluestem Financial Advisors, LLC have?

Bluestem Financial Advisors, LLC reports 10 employees.

Where is Bluestem Financial Advisors, LLC located?

Bluestem Financial Advisors, LLC is based in Savoy, IL and has been SEC-registered since 2019.

Does Bluestem Financial Advisors, LLC disclose fund performance?

Bluestem Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1809 Woodfield Drive, Suite a, Savoy, IL 61874
Phone217-352-0000
Office hours9:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$325.5M
Non-discretionary$0
Total (RAUM)$325.5M