Scott Marquardt is a CFP-designated registered investment advisor at Bluestem Wealth Partners, LLC, based in Litchfield, MN, with 21 years of industry experience. Scott 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
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
Location
703 E. Ripley Street, Litchfield, MN, 55355
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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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Scott is a partner in LM Partners, LLC, an entity for office expenses and wages related to BlueStem Wealth Partners, and also works as a partner/advisor for LM Partners, LLC, dedicating a significant amount of time to these roles. He is also a co-owner of BlueStem Holdings, LLC and a board member of the Kiwanis Club of Litchfield.
Employment History
Current Registrations
Bluestem Wealth Partners, LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ids Life Insurance CompanyBroker
State Registrations2 states
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
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- Paul White, ChFCThrivent Investment Management INC.