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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BLUESTEM FINANCIAL ADVISORS, LLC

CRD 158418

SAVOY, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bc3ab4e4-895e-ea91-bade-0180992216a2

Data as of Jul 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 1
On other graphs: 0
Observed: May 16, 2019 to Jul 16, 2026
17 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $358MItem 5.F on the latest filing (2026-07-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $358M
Private client RAUM: $358MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $51.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 10
Advisory employees: 7
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,010
Individual clients: 36
High net worth clients: 149
Custody, client assets: $164M
SEC number: 801-116798
CRD: 158418
Filings on the tape: 17
First filed: May 16, 2019
Latest filed: Jul 16, 2026
Organised: Limited Liability Company, IL
Website: jakekuebler.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JACOB DANIEL KUEBLER	Certified Financial Planner	SAVOY, IL	15	16	1	no
JOSHUA LEON CUTLER	Certified Financial Planner	SAVOY, IL	12	14	1	no
Nicholas Matthew Vogel	Certified Financial Planner	SAVOY, IL	7	13	n/a	no
Joseph Anthony Miebach	Certified Financial Planner	SAVOY, IL	2	11	n/a	no
Timothy Jae Suk Lee	Certified Financial Planner	SAVOY, IL	1	10	n/a	no
Johnathan Christopher Frerichs	Certified Financial Planner	SAVOY, IL	0	10	n/a	no
Samuel Douglas Wesley	Certified Financial Planner	SAVOY, IL	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CUTLER, JOSHUA, LEON	CHIEF COMPLIANCE OFFICER	C	yes	01/2019	May 16, 2019	Feb 26, 2024
KUEBLER, JACOB, DANIEL	President	E	yes	05/2011	May 16, 2019	Feb 26, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 7 of 8

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 24, 2026	$358M	$358M	10	8	1	n/a	n/a
2024	Apr 25, 2025	$325M	$325M	10	7	1	n/a	n/a
2023	Feb 26, 2024	$279M	$279M	9	6	1	n/a	n/a
2022	Feb 3, 2023	$239M	$239M	9	6	1	n/a	n/a
2021	Feb 15, 2022	$257M	$257M	9	6	0	n/a	n/a
2020	Mar 11, 2021	$221M	$215M	8	6	0	n/a	n/a
2019	Mar 9, 2020	$193M	$185M	8	6	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$358M	$325M	10.1%	$239M	14.4%	10	10	0	1

Relationships

Registered with (8)

← Johnathan Christopher FrerichsAdvisorregistration: current employment
Jul 13, 2026 to presentfactForm ADV
← Samuel Douglas WesleyAdvisorregistration: current employment
Jul 13, 2026 to presentfactForm ADV
← Timothy Jae Suk LeeAdvisorregistration: current employment
Apr 25, 2025 to presentfactForm ADV
← Joseph Anthony MiebachAdvisorregistration: current employment
Jan 16, 2024 to presentfactForm ADV
← Nicholas Matthew VogelAdvisorregistration: current employment
Jul 19, 2019 to presentfactForm ADV
← JOSHUA LEON CUTLERAdvisorregistration: current employment
Sep 10, 2014 to presentfactForm ADV
← JACOB DANIEL KUEBLERAdvisorregistration: current employment
Aug 12, 2011 to presentfactForm ADV
← JOHN MICHAEL MILLERAdvisorregistration: previous registration
Sep 10, 2014 to Sep 5, 2015factForm ADV

Controls (2)

← KUEBLER, JACOB, DANIELOwnerPRESIDENT, ownership code E, individual
May 16, 2019 to Feb 26, 2024factForm ADV
← CUTLER, JOSHUA, LEONOwnerCHIEF COMPLIANCE OFFICER, ownership code C, individual
May 16, 2019 to Feb 26, 2024factForm ADV

Dated events

Occurred
May 16, 2019
First Form ADV filing
Bluestem Financial Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bc3ab4e4-895e-ea91-bade-0180992216a2
First observed: May 16, 2019
Last observed: Jul 16, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BLUESTEM FINANCIAL ADVISORS, LLC

CRD 158418

SAVOY, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bc3ab4e4-895e-ea91-bade-0180992216a2

Data as of Jul 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:10 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JACOB DANIEL KUEBLER

Certified Financial Planner

SAVOY, IL

JOSHUA LEON CUTLER

Certified Financial Planner

SAVOY, IL

Nicholas Matthew Vogel

Certified Financial Planner

SAVOY, IL

n/a

Joseph Anthony Miebach

Certified Financial Planner

SAVOY, IL

n/a

Timothy Jae Suk Lee

Certified Financial Planner

SAVOY, IL

n/a

Johnathan Christopher Frerichs

Certified Financial Planner

SAVOY, IL

n/a

Samuel Douglas Wesley

Certified Financial Planner

SAVOY, IL

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CUTLER, JOSHUA, LEON

CHIEF COMPLIANCE OFFICER

yes

01/2019

May 16, 2019

Feb 26, 2024

KUEBLER, JACOB, DANIEL

President

yes

05/2011

May 16, 2019

Feb 26, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 24, 2026

$358M

n/a

2024

Apr 25, 2025

$325M

n/a

2023

Feb 26, 2024

$279M

n/a

2022

Feb 3, 2023

$239M

n/a

2021

Feb 15, 2022

$257M

n/a

2020

Mar 11, 2021

$221M

$215M

n/a

2019

Mar 9, 2020

$193M

$185M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$358M

$325M

10.1%

$239M

14.4%