linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Rachael Vangorkom

Bluestem Wealth Partners, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Rachael? Claim Your Profile

About Rachael Vangorkom

Rachael Vangorkom is an Investment Advisor Representative at Bluestem Wealth Partners, LLC based in Litchfield, Minnesota. She has been in the financial services industry since 2012 and has a strong background in investment advisory. She is also a Registered Representative and has passed the Series 7TO, SIE, and Series 99 examinations. Her primary focus is on individual and business portfolio management, and she is committed to helping her clients achieve their financial goals.

Firm Information

Rachael Vangorkom 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Rachael Vangorkom’s Registration & Firm History

MN

10/16/2023 - Present

Bluestem Wealth Partners, LLC (Litchfield MN)

MN

09/14/2022 - 02/08/2023

AMERIPRISE FINANCIAL SERVICES, LLC (LITCHFIELD MN)

MO

12/14/2012 - 06/10/2014

DST MARKET SERVICES, LLC (KANSAS CITY MO)

Not sure if Rachael Vangorkom is right for you?

Licenses & Designations

IA

Issued 10/14/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/14/2022

Series 7TO - General Securities Representative Examination

BC

Issued 06/08/2022

SIE - Securities Industry Essentials Examination

BC

Issued 12/13/2012

Series 99 - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rachael Vangorkom.
Not sure if Rachael Vangorkom is right for you?