Mary Kohman is a CFP, ChFC-designated registered investment advisor at Bluestem Wealth Partners, LLC, based in Minnetonka, MN, with 36 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,561 clients with $970M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BlueStem Wealth Partners charges an annual advisory fee that is agreed upon with each client. The fee is based on a percentage of the value of your portfolio. The fee for the initial month is based on the average daily balance of your portfolio at the end of the month. For subsequent months, the fee is paid in advance, based on the average daily balance of your portfolio for the previous month. BlueStem's maximum asset-based fee for their Core Equity Model is 1.75%. They also charge separate asset-based fees for specific services like cash portfolios, CDs, money market accounts, and variable annuities.
Location
13100 Wayzata Blvd., Suite #140, Minnetonka, MN, 55305
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Mary is a Financial Advisor and COO at LM Partners, LLC, dedicating a significant amount of time (60+ hours per month) to this role. She also serves on the Parish Finance Committee and as Secretary of the Church Finance Committee for St. Michael Catholic Church, spending minimal time on these activities.
Employment History
Current Registrations
Bluestem Wealth Partners, LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
American Enterprise Investment Services INC.Broker
Columbia Management Investment Advisers, LLC
Columbia Management Investment Distributors, INC.Broker
Riversource Distributors, INC.Broker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
Vsr Financial Services, INC.Broker
Piper Jaffray INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.