| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew S Warning | Chief Compliance Officer | Under 5% | 2023 |
| Jill B Lawrence Control | Chief Executive Officer | 50-75% | 2023 |
| Mary Jo Kohman Control | Chief Operating Officer | Under 5% | 2023 |
Bluestem Wealth Partners, LLC reports $968 million in regulatory assets under management on its Form ADV.
Bluestem Wealth Partners, LLC reports 33 employees.
Bluestem Wealth Partners, LLC is based in Minnetonka, MN and has been SEC-registered since 2023.
Bluestem Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 13100 Wayzata Blvd., Suite #140, Minnetonka, MN 55305 |
| Phone | 612-464-0372 |
| Fax | 612-464-2501 |
| Office hours | 8:00 To 5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $968M |
| Non-discretionary | $0 |
| Total (RAUM) | $968M |