Chief Executive Officer · Bluestem Wealth Partners, LLC
Jill B Lawrence
CRD 2341207 · Named on Form ADV at one SEC-registered adviser
At a glance
Bluestem Wealth Partners, LLC, an SEC-registered wealth manager based in Minnetonka, MN with $1.1 billion in regulatory assets, lists Jill B Lawrence on its Form ADV as Chief Executive Officer, a control person.
Firms and roles
- Bluestem Wealth Partners, LLCChief Executive OfficerWealth manager · Minnetonka, MN · $1.1B in regulatory assets
AtlasMembers
Jill’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2013 (12 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Jill’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Scott T. MarquardtChief Financial Officer, Bluestem Wealth Partners, LLC
- Mary Jo KohmanChief Operating Officer, Bluestem Wealth Partners, LLC
- Andrew S WarningChief Compliance Officer, Bluestem Wealth Partners, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jill’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.