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Joshua Leon Cutler

Bluestem Financial Advisors, LLC

Savoy, IL

CRD 5815169

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Employer firm

Bluestem Financial Advisors, LLC CRD 158418

$358M regulatory AUM 13 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • TAX PREPARATION FOR ADVISORY CLIENTS

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

Current Employers
Bluestem Financial Advisors, Llc

1809 Woodfield Drive Suite A, Savoy, IL 61874 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-01-03
IL RA APPROVED 2014-09-10
  • TX RA
    APPROVED
    Since 2024-01-03
  • IL RA
    APPROVED
    Since 2014-09-10

Branch Locations

1809 Woodfield Drive Suite A, Savoy, IL 61874 • 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
OrganizationCityStateFromTo
Bluestem Financial Advisors, Llc Champaign IL 02/2014 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-10-03
  • S66 Uniform Combined State Law Examination
    2011-10-03
Designations
  • Certified Financial Planner
Other Names
  • Joshua L Cutler
  • Josh Cutler
  • Joshua L Cutler
  • Josh L Cutler

View on SEC IAPD

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