Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mindy? Claim Your ProfileMindy Elizabeth Reid is a financial advisor at Bluestem Wealth Partners, LLC. Mindy has been in the financial services industry for over 23 years. Mindy holds the Series 63, Series 7, Series 24, Series 4, and Series 51 licenses and is a Certified Financial Planner. Mindy has experience working with individuals and families, as well as small businesses. Mindy specializes in financial planning, portfolio management, and retirement planning. Mindy is committed to providing her clients with personalized financial advice and guidance to help them achieve 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
02/05/2023 - Present
Bluestem Wealth Partners, LLC (MINNETONKA MN)
MN
09/03/1999 - 02/13/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Minnetonka MN)
MN
09/03/1999 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 09/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/2006
Series 4 - Registered Options Principal Examination
BC
Issued 03/10/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/08/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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