Bluestem Wealth Partners, Llc
- Regulatory AUM
- $1.1B
- Discretionary
- $1.1B
- Clients
- 1,687
- Avg AUM / client
- $664K
- Accounts
- 8,328
- Employees
- 34
AUM over time
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,334 | $355M | 31.7% |
| High net worth individuals | 345 | $750M | 67.0% |
| Pension and profit sharing plans | 8 | $15.0M | 1.34% |
People (19)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jill B Lawrence | Chief Executive Officer | CFP | Feb 2023 (4y) | 50% – 75% |
| Mary Jo Kohman | Chief Operating Officer | CFP Chartered Financial Consultant | Feb 2023 (4y) | Less than 5% |
| Scott Thomas Marquardt | Chief Financial Officer | CFP | Feb 2023 (3y) | 25% – 50% |
| Warning, Andrew, S | Chief Compliance Officer | Jul 2023 (3y) | Less than 5% | |
| Aaron Anthony Seiffert | Registered representative | Feb 2023 (3y) | ||
| Heather R Fears | Registered representative | Feb 2023 (3y) | ||
| Jason Warren Dreger | Registered representative | Feb 2023 (3y) | ||
| John M Max | Registered representative | Feb 2023 (3y) | ||
| Kevin Carter Max | Registered representative | Chartered Financial Consultant | Feb 2023 (3y) | |
| Luke Gregory De Benedetto | Registered representative | CFP | Feb 2023 (3y) | |
| Melissa Cates Granlund | Registered representative | Feb 2023 (3y) | ||
| Nancy A Sandin | Registered representative | Feb 2023 (3y) | ||
| Ross Bradley Brouwer | Registered representative | Feb 2023 (3y) | ||
| Stephanie R Sutton | Registered representative | CFP | Feb 2023 (3y) | |
| Mindy Elizabeth Reid | Registered representative | CFP | Feb 2023 (3y) | |
| Rachael Van Gorkom | Registered representative | Oct 2023 (3y) | ||
| Joel Benjamin Mccann | Registered representative | Jan 2026 (1y) | ||
| Crescent Amanda Hoffman | Registered representative | Jan 2026 (1y) | ||
| Mitchell J Dickie | Registered representative | Jul 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 988 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $1.1B (96% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗