DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Arrivals at Bluestem Wealth Partners, LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Mitchell J Dickie | Ameriprise Financial Services, LLC national BD | Bluestem Wealth Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 8, 2026 | Jul 8, 2026 |
| Kevin Carter Max | Ameriprise Financial Services, LLC national BD | Bluestem Wealth Partners, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Feb 14, 2023 | Feb 2, 2023 |
| Jill B Lawrence | Ameriprise Financial Services, LLC national BD | Bluestem Wealth Partners, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Feb 13, 2023 | Feb 2, 2023 |
| Mindy Elizabeth Reid | Ameriprise Financial Services, LLC national BD | Bluestem Wealth Partners, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Feb 13, 2023 | Feb 5, 2023 |
| Aaron Anthony Seiffert | Ameriprise Financial Services, LLC national BD | Bluestem Wealth Partners, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Feb 10, 2023 | Feb 2, 2023 |
| Mary Jo Kohman | Ameriprise Financial Services, LLC national BD | Bluestem Wealth Partners, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Feb 8, 2023 | Feb 2, 2023 |
| Jason Warren Dreger | Ameriprise Financial Services, LLC national BD | Bluestem Wealth Partners, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Feb 8, 2023 | Feb 2, 2023 |
| Heather R Fears | Ameriprise Financial Services, LLC national BD | Bluestem Wealth Partners, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Feb 8, 2023 | Feb 2, 2023 |
| Scott Thomas Marquardt | Ameriprise Financial Services, LLC national BD | Bluestem Wealth Partners, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Feb 8, 2023 | Feb 2, 2023 |
| Crescent Amanda Hoffman | Ameriprise Financial Services, LLC national BD | Bluestem Wealth Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 8, 2023 | Jan 2, 2026 (1059 d) |
| Joel Benjamin Mccann | Ameriprise Financial Services, LLC national BD | Bluestem Wealth Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 8, 2023 | Jan 1, 2026 (1058 d) |
| Barbara Jean Mahr | Ameriprise Financial Services, LLC national BD | Bluestem Wealth Partners, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Feb 7, 2023 | Feb 2, 2023 |
| John M Max | Ameriprise Financial Services, LLC national BD | Bluestem Wealth Partners, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Feb 7, 2023 | Feb 2, 2023 |
| Stephanie R Sutton | Ameriprise Financial Services, LLC national BD | Bluestem Wealth Partners, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Feb 7, 2023 | Feb 2, 2023 |
| Grant Robert Germscheid | Ameriprise Financial Services, LLC national BD | Bluestem Wealth Partners, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Feb 7, 2023 | Feb 2, 2023 |
| Luke Gregory Debenedetto | Ameriprise Financial Services, LLC national BD | Bluestem Wealth Partners, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Feb 7, 2023 | Feb 2, 2023 |
| Ross Bradley Brouwer | Ameriprise Financial Services, LLC national BD | Bluestem Wealth Partners, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Feb 3, 2023 | Feb 2, 2023 |
| Nancy A Sandin | Ameriprise Financial Services, LLC national BD | Bluestem Wealth Partners, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Feb 3, 2023 | Feb 2, 2023 |
| Melissa Cates Granlund | Ameriprise Financial Services, LLC national BD | Bluestem Wealth Partners, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Feb 3, 2023 | Feb 2, 2023 |
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19 moves match.