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Steven Gerald Rice

Bluestem Wealth Partners, LLC

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About Steven Gerald Rice

Steven Gerald Rice is a financial advisor in Minnetonka, Minnesota. Steven is a registered representative with Bluestem Wealth Partners, LLC and has been in the industry for 32 years. Steven has a Series 63 license and has passed the Series 7, Series 24, and Series 51 examinations. Steven specializes in portfolio management for individuals and businesses, financial planning, and pension consulting. Steven has experience working with clients of all ages and levels of wealth.

Firm Information

Steven Rice 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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Steven Rice’s Registration & Firm History

MN

02/05/2023 - Present

Bluestem Wealth Partners, LLC (MINNETONKA MN)

MN

07/29/1991 - 02/10/2023

AMERIPRISE FINANCIAL SERVICES, LLC (LITCHFIELD MN)

MN

07/29/1991 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 04/11/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/31/2003

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 06/16/1999

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/24/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steven Gerald Rice.
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