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Matthew Robert Smith

Bluestem Wealth Partners, LLC

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About Matthew Robert Smith

Matthew Robert Smith is a financial advisor with Bluestem Wealth Partners, LLC. Matthew is licensed to provide investment advice in Minnesota. Matthew has been a financial advisor for over a year and has a Series 7TO and Series 65. Matthew's experience includes working with clients in Litchfield, Blaine, Maple Grove, Cottage Grove and Minnetonka. Prior to joining Bluestem Wealth Partners, LLC, Matthew worked at Ameriprise Financial Services, LLC.

Firm Information

Matthew Smith 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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Matthew Smith’s Registration & Firm History

MN

07/01/2024 - Present

Bluestem Wealth Partners, LLC (Minnetonka MN)

MN

08/13/2022 - 02/08/2023

AMERIPRISE FINANCIAL SERVICES, LLC (LITCHFIELD MN)

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Licenses & Designations

IA

Issued 07/01/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/13/2022

Series 7TO - General Securities Representative Examination

BC

Issued 01/08/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Robert Smith.
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