# BLUESTEM WEALTH PARTNERS, LLC

BLUESTEM WEALTH PARTNERS, LLC of MINNETONKA, MN is an SEC-registered investment adviser.

## Registration

- CRD: 324489
- Type: SEC-registered investment adviser
- SEC file number: 801-127198
- Location: 13100 WAYZATA BLVD., SUITE #140, MINNETONKA, MN, 55305
- Phone: 612-464-0372
- Latest filing: 2026-03-25
- Regulatory AUM: $1.1B
- Discretionary AUM: $1.1B
- Clients: 34
- Accounts: 8,328

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (11)

| 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 | — |


## Branch offices (4)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| DELANO | MN | 4 | 612-464-0371 |
| DELANO | MN | 4 | 612-464-0371 |
| LITCHFIELD | MN | 2 | 320-442-1041 |
| LITCHFIELD | MN | 2 | 320-442-1041 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/324489/brochure
- Similar advisers: https://search.stillhousedata.com/firm/324489/similar
- Related entities: https://search.stillhousedata.com/firm/324489/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/324489

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.