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BLUESTEM FINANCIAL ADVISORS, LLC

CRD 158418 · SEC 801-116798

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1809 WOODFIELD DRIVE, SUITE A, SAVOY, IL, 61874, United States

Phone

217-352-0000

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$358.2M

Discretionary AUM

$358.2M

Team

10 total employees; 8 advisory reps; 13 broker-dealer reps

Clients

101-250

Fees

Hourly charges; Fixed fees; PERCENTAGE OF NET WORTH

Org form

Limited Liability Company

Filing date

2026-02-24

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)TAX PREPARATION FOR ADVISORY CLIENTS

Client types

TypeClientsAUM
Individuals36$16.6M
High net worth individuals149$341.6M

States served

AZ, IL, TX

All web addresses on file

Official SEC filing: View on IAPD