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Jason Warren Dreger

Bluestem Wealth Partners, LLC

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About Jason Warren Dreger

Jason Warren Dreger is a financial advisor with Bluestem Wealth Partners, LLC, based in Minnetonka, Minnesota. Jason has been in the financial services industry since 1998 and is registered to provide investment advice in Minnesota and Texas.

Firm Information

Jason Dreger is currently registered with Bluestem Wealth Partners, LLC. Bluestem Wealth Partners, LLC is an investment advisor headquartered in Minnetonka, MN. The firm has 19 investment advisor representatives and manages over $811 million in assets for 7,756 clients, including individuals, high-net-worth individuals, and pension and profit-sharing plans. They provide financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses.
Bluestem Wealth Partners, LLC

13100 WAYZATA BLVD.

MINNETONKA, MN 55305

$811.00M

Assets Under Management

Not reported

Total Clients

17

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jason Dreger’s Registration & Firm History

MN

02/08/2023 - Present

Bluestem Wealth Partners, LLC (MINNETONKA MN)

MN

04/30/1999 - 02/08/2023

AMERIPRISE FINANCIAL SERVICES, LLC (DELANO MN)

MN

04/30/1999 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

NJ

04/16/1998 - 09/30/1998

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

BC

Issued 05/01/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/25/1999

Series 7 - General Securities Representative Examination

BC

Issued 04/10/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason Warren Dreger.
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