Bluestem Financial Advisors, LLC
● SEC registered since 2019CRD 158418SEC# 801-116798Savoy, IL
Reg. AUM
$358.2M
Employees
10
Accounts
1,010
Location
Savoy, IL
Bluestem Financial Advisors, LLC assets under management
Bluestem Financial Advisors, LLC operates as an SEC-registered investment adviser based in Savoy, IL. The firm has been registered since 2019. It reports $358.2 million in regulatory assets under management and employs 10 people.
Bluestem Financial Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jacob Daniel Kuebler Control | President | Over 75% | 2011 |
| Joshua Leon Cutler Control | Chief Compliance Officer | 25-50% | 2019 |
Frequently asked questions
How much does Bluestem Financial Advisors, LLC manage?
Bluestem Financial Advisors, LLC reports $358.2 million in regulatory assets under management on its Form ADV.
How many employees does Bluestem Financial Advisors, LLC have?
Bluestem Financial Advisors, LLC reports 10 employees.
Where is Bluestem Financial Advisors, LLC located?
Bluestem Financial Advisors, LLC is based in Savoy, IL and has been SEC-registered since 2019.
Does Bluestem Financial Advisors, LLC disclose fund performance?
Bluestem Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1809 Woodfield Drive, Suite a, Savoy, IL 61874 |
| Phone | 217-352-0000 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$358.2M▲ 10%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 57%
Larger than 43% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$358.2Mregulatory AUM
Discretionary $358.2M