Inactive

Aaron Christopher Balsam

Stairway Partners, LLC

Minneapolis, MN

CRD 3131638

Claim This Profile

Employer firm

Stairway Partners, LLC CRD 133157

$2.36B regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Stairway Partners, Llc

4999 France Avenue South Suite 255, Minneapolis, MN 55410-1734 • United States

Current Registrations

Authority	Category	Status	Date
MN	RA	APPROVED	2026-01-22
IL	RA	APPROVED	2024-07-31

MN RA
APPROVED

Since 2026-01-22
IL RA
APPROVED

Since 2024-07-31

Branch Locations

4999 France Avenue South Suite 255, Minneapolis, MN 55410-1734 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
William Blair & Company	Chicago	IL	07/2011	Present

07/2011 → Present

William Blair & Company

Chicago, IL

Previous Registrations

2011-08-01 → 2022-07-14

William Blair

Chicago, IL

Chicago, IL

Chicago, IL

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2011-10-28

S63 Uniform Securities Agent State Law Examination

2011-10-28

Designations

Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

HAYS FINANCIAL GROUP, LLC

THRIVENT ASSET MANAGEMENT, LLC

THRIVENT PRIVATE INVESTMENTS

Nearby Investors

Matthew William Hogan

GREGORY ALAN KLEIN

Bryon Andrew Eggan

Nearby Offices

HAYS FINANCIAL GROUP, LLC · MINNEAPOLIS, MN

THRIVENT ASSET MANAGEMENT, LLC · MINNEAPOLIS, MN

THRIVENT PRIVATE INVESTMENTS · MINNEAPOLIS, MN

More in Minneapolis, MN

Reviews

No reviews yet

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor