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Jill B Lawrence

Bluestem Wealth Partners, LLC

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About Jill B Lawrence

Jill Lawrence is a financial advisor with Bluestem Wealth Partners, LLC. Jill has been in the industry since 1996 and is a Certified Financial Planner. Jill has a Series 63, Series 7 and SIE license. Jill specializes in working with individuals and families to help them reach their financial goals. Jill is also a board member of Westonka Food Shelf and Hamline University School of Business.

Firm Information

Jill Lawrence 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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Jill Lawrence’s Registration & Firm History

MN

02/07/2023 - Present

Bluestem Wealth Partners, LLC (MINNETONKA MN)

MN

01/23/1998 - 02/13/2023

AMERIPRISE FINANCIAL SERVICES, LLC (LITCHFIELD MN)

MN

01/22/1998 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

MN

08/20/1996 - 01/12/1998

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

08/20/1996 - 01/12/1998

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 10/31/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/19/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Jill B Lawrence. Review regulatory record here.
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