BLUESTEM WEALTH PARTNERS, LLC

CRD #324489 SEC #801-127198 MINNETONKA, MN 612-464-0372

SEC Registered

Total AUM

$968M

Discretionary

$968M

Employees

Clients

251

Accounts

7,935

Firm Details

Organization Type: Limited Liability Company
State of Formation: Minnesota
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Jul 18, 2025
Branch Offices: 3

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
Kohman, Mary Jo	I	CHIEF OPERATING OFFICER	NA	Control
Kohman, Mary Jo	I	CHIEF OPERATING OFFICER	NA	Control
Kohman, Mary Jo	I	CHIEF OPERATING OFFICER	NA	Control
Kohman, Mary Jo	I	CHIEF OPERATING OFFICER	NA	Control
Kohman, Mary Jo	I	CHIEF OPERATING OFFICER	NA	Control
Kohman, Mary Jo	I	CHIEF OPERATING OFFICER	NA	Control
Kohman, Mary Jo	I	CHIEF OPERATING OFFICER	NA	Control
Kohman, Mary Jo	I	CHIEF OPERATING OFFICER	NA	Control
Kohman, Mary Jo	I	CHIEF OPERATING OFFICER	NA	Control
Kohman, Mary Jo	I	CHIEF OPERATING OFFICER	NA	Control
Kohman, Mary Jo	I	CHIEF OPERATING OFFICER	NA	Control
Patton, Kevin, Jason	I	CHIEF COMPLIANCE OFFICER	NA
Patton, Kevin, Jason	I	CHIEF COMPLIANCE OFFICER	NA
Patton, Kevin, Jason	I	CHIEF COMPLIANCE OFFICER	NA
Patton, Kevin, Jason	I	CHIEF COMPLIANCE OFFICER	NA
WARNING, ANDREW, S	I	CHIEF COMPLIANCE OFFICER	NA
WARNING, ANDREW, S	I	CHIEF COMPLIANCE OFFICER	NA
WARNING, ANDREW, S	I	CHIEF COMPLIANCE OFFICER	NA
WARNING, ANDREW, S	I	CHIEF COMPLIANCE OFFICER	NA
WARNING, ANDREW, S	I	CHIEF COMPLIANCE OFFICER	NA
WARNING, ANDREW, S	I	CHIEF COMPLIANCE OFFICER	NA
WARNING, ANDREW, S	I	CHIEF COMPLIANCE OFFICER	NA
WOODARD, KEVIN, SEAN	I	MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
LAWRENCE, JILL, B	I	CHIEF EXECUTIVE OFFICER	D	Control
LAWRENCE, JILL, B	I	CHIEF EXECUTIVE OFFICER	D	Control
LAWRENCE, JILL, B	I	CHIEF EXECUTIVE OFFICER	D	Control
LAWRENCE, JILL, B	I	CHIEF EXECUTIVE OFFICER	D	Control
LAWRENCE, JILL, B	I	CHIEF EXECUTIVE OFFICER	C	Control
LAWRENCE, JILL, B	I	CHIEF EXECUTIVE OFFICER	C	Control
LAWRENCE, JILL, B	I	CHIEF EXECUTIVE OFFICER	C	Control
LAWRENCE, JILL, B	I	CHIEF EXECUTIVE OFFICER	C	Control
LAWRENCE, JILL, B	I	CHIEF EXECUTIVE OFFICER	C	Control
LAWRENCE, JILL, B	I	CHIEF EXECUTIVE OFFICER	C	Control
LAWRENCE, JILL, B	I	CHIEF EXECUTIVE OFFICER	C	Control
MARQUARDT, SCOTT, THOMAS	I	PRESIDENT OF SALES	C	Control
MARQUARDT, SCOTT, THOMAS	I	PRESIDENT OF SALES	C	Control
MARQUARDT, SCOTT, THOMAS	I	PRESIDENT OF SALES	C	Control
MARQUARDT, SCOTT, THOMAS	I	PRESIDENT OF SALES	C	Control
MARQUARDT, SCOTT, THOMAS	I	PRESIDENT OF SALES	C	Control
MARQUARDT, SCOTT, THOMAS	I	PRESIDENT OF SALES	C	Control
MARQUARDT, SCOTT, THOMAS	I	PRESIDENT OF SALES	C	Control
MARQUARDT, SCOTT, THOMAS	I	CHIEF FINANCIAL OFFICER	C	Control
MARQUARDT, SCOTT, THOMAS	I	CHIEF FINANCIAL OFFICER	C	Control
MARQUARDT, SCOTT, THOMAS	I	CHIEF FINANCIAL OFFICER	C	Control
MARQUARDT, SCOTT, THOMAS	I	CHIEF FINANCIAL OFFICER	C	Control
RICE, STEVEN, GERALD	I	CHIEF FINANCIAL OFFICER	B	Control
RICE, STEVEN, GERALD	I	CHIEF FINANCIAL OFFICER	B	Control
RICE, STEVEN, GERALD	I	CHIEF FINANCIAL OFFICER	B	Control
RICE, STEVEN, GERALD	I	CHIEF FINANCIAL OFFICER	B	Control
RICE, STEVEN, GERALD	I	CHIEF FINANCIAL OFFICER	B	Control
RICE, STEVEN, GERALD	I	CHIEF FINANCIAL OFFICER	B	Control
RICE, STEVEN, GERALD	I	CHIEF FINANCIAL OFFICER	B	Control

Registrations

Federal

Jul 18, 2025 REGISTERED

Notice Filings (15)

AZ CA CO FL IA IL MN NC ND NV NY TX VA WA WI

Address

13100 WAYZATA BLVD.
SUITE #140
MINNETONKA, MN 55305
United States

Phone: 612-464-0372