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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
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | St Cloud | MN | 01/1998 | 02/2023 |
| Bluestem Wealth Partners | Minnetonka | 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 office and building expenses.; Litchfield, MN 55355; Not Investment Related; January 2015; 1 to 9 hours per month; 0 during trading hours. Outside Employment; LM Partners, LLC; CEO; Litchfield, MN 55355; Investment Related; January 2015; 60+ hours per month; 60+ during trading hours. Board of Directors; Westonka Food Shelf; board member; MN 55364; Not Investment Related; January 2018; 1-9 hours per month; 0 during trading hours/ Hamline University School of Business; board member; St. Paul, MN 55104; Not Investment Related; January 2020; 1-9 hours per month; 0 during trading hours. Fiduciary Activities; Named or act in a fiduciary capacity; such as attorney-in-fact, trustee, conservator, guardian, executor or personal representative.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-10-31 |
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