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Advisor at BLUESTEM WEALTH PARTNERS, LLC
MINNETONKA, MN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| BLUESTEM WEALTH PARTNERS, LLC | Independent wealth | Feb 2, 2023 | n/a | yes | MINNETONKA, MN | Current employment |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Jan 6, 2020 | Feb 8, 2023 | no | Minneapolis, MN|Minnetonka, MN | Previous registration |
| COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC | Asset manager | Jul 14, 2010 | Oct 14, 2019 | no | BOSTON, MA|MINNEAPOLIS, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC | BLUESTEM WEALTH PARTNERS, LLC | Feb 8, 2023 | Feb 2, 2023 | -6 | Firm change | Ibd to new firm |
| COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC | AMERIPRISE FINANCIAL SERVICES, LLC | Oct 14, 2019 | Jan 6, 2020 | 84 | Channel change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 6363:324489:MN:2023-02-03 | Feb 8, 2023 | Feb 2, 2023 | MINNETONKA, MN | Firm change |