At BlueStem Wealth Partners, our strength lies in our remarkable team. Each member brings their own knowledge, experience, strategic insight, and commitment. Together, we create a collaborative environment that not only delivers impactful, effective advice for our clients but also fosters a positive and fulfilling atmosphere for everyone on the team. #bluestemwealthpartners #planwithbwp #inspiringconfidence #empoweringaction
BlueStem Wealth Partners
Financial Services
Minnetonka, MN 325 followers
A private wealth advisory practice.
About us
At BlueStem Wealth Partners, our mission is to maximize our potential for the benefit of others. We strive to help individuals find confidence, purpose, and success with their financial future. We are committed to a culture of contribution to our clients, our community and our world. With over 225 years of collective experience, including 2nd and 3rd generation financial advisors, we provide our clients with the personal attention and custom solutions they deserve while also enabling them to benefit from the backing and knowledge of a large team of financial professionals. Minnetonka Office 13100 Wayzata Blvd, Ste 140 Minnetonka, MN 55305 612-464-0372 Litchfield Office 703 E Ripley Litchfield, MN 55355 320-442-1041 Delano Office 405 Babcock Blvd E Ste 160 Delano, MN 55328 612-464-0371
- Website
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www.bluestemwealthpartners.com
External link for BlueStem Wealth Partners
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Minnetonka, MN
- Type
- Partnership
Locations
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Primary
Get directions
13100 Wayzata Blvd
Suite 140
Minnetonka, MN 55305, US
Employees at BlueStem Wealth Partners
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Mike Helland
Director Of Marketing, Technology, & Compliance
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Jill Lawrence, CFP®, CLTC, CKA®, BFA™
Private Wealth Advisor & Chief Executive Officer - BlueStem Wealth Partners, A Private Wealth Advisory Practice
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Mindy E. Reid, CFP®, BFA™, CRPC®, APMA®, CKA®, CLTC®
Private Wealth Advisor CERTIFIED FINANCIAL PLANNER™ practitioner - BlueStem Wealth Partners
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Crescent Hoffman
Paraplanner - BlueStem Wealth Partners, LLC
Updates
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A few members of our BlueStem Wealth Partners team recently had the privilege of attending the Good Leadership Breakfast featuring Ethan Casson, CEO of the Minnesota Timberwolves and Lynx. It was truly inspiring to hear his journey—from dreaming big about becoming an NBA CEO to cold-calling the Timberwolves for an entry-level internship, leading to his current role 17 years later. Equally inspiring is his perspective on the Timberwolves and Lynx as community assets, dedicated to serving and uplifting lives through the power of basketball. #planwithbwp #inspiringconfidence #empoweringaction
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Ever take a moment to step back and reflect on your journey? It’s amazing what you can discover when you review your life—celebrate your growth, recognize the lessons learned, and appreciate the path you've traveled. Why not take some time to look back and see how far you’ve come? It’s a powerful way to reset, refocus, and recharge for the future. AT BlueStem, we come alongside you and help you build a strong future so you have freedom to enjoy everything today has to offer.💪✨ #bluestemwealthpartners #planwithbwp #inspiringconfidence #empoweringaction
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BlueStem Wealth Partners and Financial Advisor, Barbara Mahr, are proud to be a returning sponsor of the Ride for Uganda on Saturday, September 28th. This year's ride takes place at Indian Mounds Regional Park in St. Paul. This fun and family-friendly event includes a 12-mile ride along the Mississippi river with beautiful views of downtown St. Paul and the river. The Ride for Uganda, a passion project for Barbara, supports Give Us Wings, whose mission is to empower those living in extreme poverty in Uganda, providing them with access to quality healthcare, education, and economic opportunities. If you would like to join us for the ride, you can register through this link: www.giveuswings.org/ride #bluestemwealthpartners #planwithbwp #inspiringconfidence #empoweringaction #passionproject
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🚍✨ Our team is energized and inspired after diving into The Energy Bus! The book's powerful message about positivity, teamwork, and driving towards success has truly resonated with us. We've embraced its principles and are already seeing a boost in our enthusiasm, positive culture and collaboration.
Private Wealth Advisor & Chief Executive Officer - BlueStem Wealth Partners, A Private Wealth Advisory Practice
Earlier this year, our BlueStem Wealth Partners team read The Energy Bus by Jon Gordon. We then spent a day together creating the culture we all want for ourselves and each other. We are continuing to keep The Energy Bus principles rolling and bringing the rules to life with our team. 🚍 Recently, a few team members from across our organization presented their best practices on Rule #4: Invite people on your bus and share your vision for the road ahead. Here are some of the ideas they shared for how they get people on their bus and share their vision so they can maintain positive energy for themselves, their team and their families: 1. To be successful, you have to ASK people to get on your bus! The goal is standing room only. The more people you pick up along the way the more energy you create during your ride. 2. Be clear on where you are going so the people on your bus can help you get through the inevitable potholes, detours and delays. 3. Have a growth mindset and be willing to help others grow. 4. Communicate with enthusiasm for what lies ahead. 5. Be excited and grateful for what is next with a "get to" attitude. 6. Have fun! Work hard but don't forget to have fun along the way. We love how this applies not only to your team and professional life but, more importantly, to your family. Don't forget to invite your partner, spouse, family and friends on your bus and tell them your vision for yourself and your family. They need to know where you want to go! Stay tuned for more Energy Bus learnings and rule #5 next month! Scott Marquardt, CFP®, APMA®, CKA®, BFA™Jim Bruggers, Mary Jo Kohman, CFP®, ChFC®, CMFC®, APMA®, BFA™, Mindy E. Reid, CFP®, BFA™, CRPC®, APMA®, CKA®, CLTC®, Stephanie Sutton, CFP®, Luke DeBenedetto, CFP®, CRPC™, BFA™, Mike Helland, Luke DeBenedetto, CFP®, CRPC™, BFA™, Jason Dreger, CRPC®, APMA®, BFA™, Aaron Seiffert, Nancy Sandin, CRPC®, BFA™ #theenergybus #positivity #planwithbwp #bluestemwealthpartners
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The summer has flown by and that means we bid farewell to our 3 talented summer interns, Will Steiner, Addi Marquardt, and Noah Van Nest! Over the past 10 weeks, they immersed themselves in BlueStem Wealth Partners and the financial advisory business. Their project work will undoubtedly benefit us in the future. Wishing them all the best as they return to school in the coming weeks. Thank you for a fantastic summer here at BWP! #bluestemwealthpartners #planwithbwp #inspiringconfidence #empoweringaction
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Our Litchfield advisor teams wrapped up their quarterly meetings. We appreciate this opportunity for reflection, collaboration and innovation to reaffirm our dedication to understanding our clients needs and proactively strengthening our processes and relationships to provide the best experience for YOU- our valued clients. #bluestemwealthpartners #planwithbwp #inspiringcomfidence #empoweringaction
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At BlueStem Wealth Partners, our priority is enhancing your return on LIFE. Every quarter, our Leadership Team meets to evaluate the previous quarter, address challenges, strategize solutions, and plan ahead to uphold our commitment. We stand by your side, empowering you to secure a strong future so you have the freedom to enjoy everything today has to offer. #bluestemwealthpartners #planwithbwp #inspiringconfidence #empoweringaction
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What a beautiful day of golf supporting the great work at Imara International! BlueStem Wealth Partners was proud to be the returning Tournament Sponsor and Jill Lawrence, CEO and Financial Wealth Advisor, joined by Jim Bruggers and several clients enjoyed a spectacular day on the greens at Majestic Oaks Golf Course. #bluestemwealthpartners #planwithbwp #giveback
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