Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Mahr is a financial advisor with over 20 years of experience in the financial services industry. Barbara is currently registered with Bluestem Wealth Partners, LLC in Minnesota and Texas. Before joining Bluestem Wealth Partners, Barbara was a financial advisor at Ameriprise Financial Services, LLC. Barbara holds the Series 7, 63, and 65 licenses. Barbara is also a Certified Financial Planner (CFP®). Barbara is committed to providing her clients with personalized financial advice and guidance to help them reach their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MN
02/08/2023 - Present
Bluestem Wealth Partners, LLC (MINNETONKA MN)
FL
06/27/2005 - 02/07/2023
AMERIPRISE FINANCIAL SERVICES, LLC (NAPLES FL)
MN
06/27/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
04/19/2002 - 06/03/2005
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
CO
03/19/1997 - 04/19/2002
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
TX
01/12/1995 - 04/01/1997
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
IA
05/22/1990 - 12/31/1992
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
BC
Issued 07/21/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1990
Series 7 - General Securities Representative Examination
Active
Inactive
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