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 registered investment adviser that began SEC registration in 2019 and is organized as an LLC with individual ownership. The firm focuses on serving individuals and families, offering comprehensive financial planning and portfolio management for individual clients and small businesses. Fee arrangements include hourly and fixed-fee engagements alongside other fee structures rather than percentage-based asset fees alone. Bluestem identifies as an active ESG investor and does not operate as a capital allocator or pension consultant.
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 Funds85%
- US Government Bonds10%
- Cash & Cash Equivalents2%
- Exchange Traded Equities1%
- Investment Grade Corp Bonds1%
Contacts
3 of 6Joseph Miebach
Lead Financial PlannerCRD 7852252
JOSHUA CUTLER
Partner, Senior Financial AdvisorCRD 5815169
Rodney Camper
AdvisorCRD 7338898
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 30Active vs passive
$261M in ETFs
97%
$254M
0%
$7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $53.5M | 81,893 | 20.52% |
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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