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13100 Wayzata Blvd. Suite #140, Minnetonka, MN 55305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
13100 Wayzata Blvd. Suite #140, Minnetonka, MN 55305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Litchfield | MN | 11/2010 | 02/2023 |
| Bluestem Wealth Partners | Minnetonka | MN | 02/2023 | Present |
Outside Employment; LM Partners, LLC; AFA; Litchfield, MN 55355; Investment Related; January 2015; 60+ hours per month; 60+ during trading hours. Board of Directors; Kiwanis Club of Litchfied; Board Member; Not Investment Related; October 2013; 1-9 hours per month; 1-9 during trading hours/ Zion Lutheran Church Endowment committee; Vice Chair; Litchfield, MN 55355; Investment Related; January 2019; 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-02-16 |
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