BLUESTEM WEALTH PARTNERS, LLC of MINNETONKA, MN is an SEC-registered investment adviser (CRD 324489). Regulatory assets under management: $1.1B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Andrew S Warning | CHIEF COMPLIANCE OFFICER | — |
| Jill B Lawrence | CHIEF EXECUTIVE OFFICER | — |
| Scott Thomas Marquardt | CHIEF FINANCIAL OFFICER | — |
| Mary Jo Kohman | CHIEF OPERATING OFFICER | — |
| PATTON KEVIN JASON | CHIEF COMPLIANCE OFFICER | — |
| LAWRENCE WILLIAM B | CHIEF EXECUTIVE OFFICER | — |
| WOODARD KEVIN SEAN | MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| WARNING ANDREW S | CHIEF COMPLIANCE OFFICER | — |
| Kohman Mary Jo | CHIEF OPERATING OFFICER | — |
| RICE STEVEN GERALD | CHIEF FINANCIAL OFFICER | — |
| MARQUARDT SCOTT THOMAS | CHIEF FINANCIAL OFFICER; PRESIDENT OF SALES | — |