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Samuel Douglas Wesley

Bluestem Financial Advisors, LLC

Savoy, IL

CRD 8311787

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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
IL RA APPROVED 2026-07-13
  • IL RA
    APPROVED
    Since 2026-07-13

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 Savoy IL 06/2024 Present
University Of Illinois Champaign IL 08/2020 05/2024
Tammy Goodman Financial Remote SC 05/2023 08/2023
Safe Retirement Systems, Inc. St. Joseph IL 11/2020 11/2022
The Zone St. Joseph IL 06/2021 10/2023
St. Joseph - Ogden High St. Joseph IL 07/2016 06/2020
  • 06/2024 → Present
    Bluestem Financial Advisors, Llc
    Savoy, IL
  • 08/2020 → 05/2024
    University Of Illinois
    Champaign, IL
  • 05/2023 → 08/2023
    Tammy Goodman Financial
    Remote, SC
  • 11/2020 → 11/2022
    Safe Retirement Systems, Inc.
    St. Joseph, IL
  • 06/2021 → 10/2023
    The Zone
    St. Joseph, IL
  • 07/2016 → 06/2020
    St. Joseph - Ogden High
    St. Joseph, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-18
  • S65 Uniform Investment Adviser Law Examination
    2024-04-18
Designations
  • Certified Financial Planner
Other Names
  • Sam Douglas Wesley
  • Samuel Wesley
  • Sam D. Wesley

View on SEC IAPD

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Nearby Investors

Justin William Gann
COURTNEY A OLIVEIRA
Oluwatomiwa Bami Ogunbiyi

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · SAVOY, IL
THRIVENT INVESTMENT MANAGEMENT INC. · Champaign, IL
WELLS FARGO CLEARING SERVICES, LLC · CHAMPAIGN, IL

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