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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary jo? Claim Your ProfileMary Jo Kohman is a financial advisor with Bluestem Wealth Partners, LLC in Minnetonka, Minnesota. Mary Jo has been in the financial services industry for over 30 years and has experience working with a variety of clients, including high-net-worth individuals, families, and businesses. Mary Jo is a Certified Financial Planner™ and a Chartered Financial Consultant. She is dedicated to providing personalized financial planning and investment management services to her clients.
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
02/02/2023 - Present
Bluestem Wealth Partners, LLC (MINNETONKA MN)
MN
01/06/2020 - 02/08/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Minnetonka MN)
MN
10/14/2019 - 04/08/2020
AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (Minneapolis MN)
MN
12/01/2008 - 10/14/2019
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
11/28/2006 - 05/14/2010
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
08/29/1996 - 01/24/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
08/29/1996 - 12/31/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
KS
03/06/1996 - 09/19/1996
VSR FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
MN
04/20/1989 - 12/31/1995
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
BOTH
Issued 07/09/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
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