BLUESTEM FINANCIAL ADVISORS, LLC

1809 Woodfield Drive
Suite A
Savoy, Illinois 61874
Tel: 217-352-0000

About BLUESTEM FINANCIAL ADVISORS, LLC

BLUESTEM FINANCIAL ADVISORS, LLC, formally registered with the SEC as BLUESTEM FINANCIAL ADVISORS, LLC. The firm was established in 06/13/2019. They have over 2 offices throughout the country.

BLUESTEM FINANCIAL ADVISORS, LLC is a Savoy, Illinois based Financial Planning firm with nearly $325,455,251 assets under management, offering retirement planning & investment advisory services to 957 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	158418
SEC#	801-116798
Assets Managed by Firm	$325,455,251
No. of Clients	957
No. of Advisors	10

Fee Structure

Hourly charges
Fixed fees
Other (PERCENTAGE OF NET WORTH)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Other (TAX PREPARATION FOR ADVISORY CLIENTS)

Firm Client Information

	No. of Clients	AUM
Firm Total	957	$325,455,251
Individuals (other than high net worth individuals)	42	$25,536,056
High net worth individuals	127	$299,919,195

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