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13100 Wayzata Blvd. Suite #140, Minnetonka, MN 55305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-07 |
| MN | RA | APPROVED | 2023-02-02 |
Branch Locations
13100 Wayzata Blvd. Suite #140, Minnetonka, MN 55305 • United States
703 E. Ripley Street, Litchfield, MN 55355 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Litchfield | MN | 09/2005 | 02/2023 |
| Bluestem Wealth Partners | Litchfield | MN | 02/2023 | Present |
Business Ownership; LM Partners, LLC; Partner; Entity established for paying the office expenses and wages related to BlueStem Wealth Partners, a Private Wealth Advisory Practice of Ameriprise Financial Services, Inc.; Litchfield, MN 55355; Not Investment Related; January 2015; 60+ hours per month; 60+ during trading hours/ BlueStem Holdings, LLC; Co-owner; Entity that manages the expenses of the property at 703 E. Ripley St, Litchfield, MN 55355; Litchfield, MN 55355; Not Investment Related; May 2015; 1 to 9 hours per month; 1-9 during trading hours. Outside Employment; LM Partners, LLC; Partner/Advisor; Litchfield, MN 55355; Investment Related; January 2015; 60+ hours per month; 60+ during trading hours. Board of Directors; Kiwanis Club of Litchfield; Board Member; MN 55355; October 2013; 1-9 hours per month; 1-9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-11 |
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