TrueAdvisor
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JL
CFP
JL
CFP

Jill Lawrence

Bluestem Wealth Partners, LLC
30 Years of Experience
Minnetonka, MN
2 Disclosures
View SEC Summary
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Jill Lawrence is a CFP-designated registered investment advisor at Bluestem Wealth Partners, LLC, based in Minnetonka, MN, with 30 years of industry experience. Jill operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 1,687 clients with $1.1B in assets under management.

Bluestem Wealth Partners, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
1,687 clients
Average Client Portfolio
$664K average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Maximum asset-based fee for the Core Equity Model is 1.75%. Specific fees are set in each client agreement and are negotiable based on relationship size, services rendered, and complexity. Separate asset-based fees may apply to cash, certificates of deposit, money market accounts, and variable annuities.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

13100 Wayzata Blvd., Suite #140, Minnetonka, MN, 55305

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2017
Denied
Customer Dispute
September 2013
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jill is a partner in LM Partners, LLC, established for office expenses related to BlueStem Wealth Partners, and co-owner of BlueStem Holdings, LLC, managing office and building expenses. She also serves as CEO of LM Partners, LLC, is a board member for Westonka Food Shelf and Hamline University School of Business, and engages in fiduciary activities.

Employment History
Current Registrations
Bluestem Wealth Partners, LLC
February 2023 - Present · 3 yrs 8 mos
Previous Registrations
Ameriprise Financial Services, LLC
November 2013 - February 2023 · 9 yrs 3 mos
Ameriprise Financial Services, LLCBroker
January 1998 - February 2023 · 25 yrs 1 mo
Ids Life Insurance CompanyBroker
January 1998 - July 2006 · 8 yrs 6 mos
Ids Life Insurance CompanyBroker
August 1996 - January 1998 · 1 yr 5 mos
American Express Financial Advisors INC.Broker
August 1996 - January 1998 · 1 yr 5 mos
State Registrations2 states
MNTX
Advisor

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.

Exams
No exam information available for this advisor.
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