Investment adviser representative · Bluestem Wealth Partners, LLC
Stephanie R. Sutton
CRD 6510064 · Minnetonka, MN
At a glance
Stephanie R. Sutton is an investment adviser representative with Bluestem Wealth Partners, LLC in Minnetonka, MN, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Stephanie’s SEC record dates to 2017, about 9 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Bluestem Wealth Partners, LLCSince February 2023Minnetonka, MN · $1.1B in regulatory assets
SEC adviser record
- Registered since
- 2017 (9 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Stephanie’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.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Bluestem Wealth Partners, LLC
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- Mitchell J. DickieMinnetonka
- Jason W. DregerMinnetonka
- Heather R. FearsMinnetonka
- Melissa C. GranlundMinnetonka
- Crescent A. HoffmanMinnetonka
- Mary Jo KohmanMinnetonka · Certified Financial Planner, Chartered Financial Consultant
- Jill B. LawrenceMinnetonka · Certified Financial Planner
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