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Supplement  \nProfessional Backgrounds of Advisory Personnel  \nItem 1 – Cover Page  \nMarch 2024  \n13100 Wayzata Blvd, Ste 140  \nMinnetonka, MN 55305  \n612-464-0372  \nThis brochure supplement provides information about BlueStem Wealth Partners investment advisory personnel. This is a supplement to the BlueStem Wealth Partners Form ADV Part 2A brochure. You should have received a copy of that brochure. Please contact the Firm’s Chief Compliance Officer, Andy Warning at (513) 832-5463, if you have not received the brochure or if you have any questions about the contents of this supplement.  \nAdditional information about BlueStem Wealth Partners is available on the SECs’ website at [www.adviserinfo.sec.gov](www.adviserinfo.sec.gov).  \nAaron Seiffert................................................................................................................................................ 3  \nBarbara Mahr................................................................................................................................................ 4  \nCrescent Hoffman ......................................................................................................................................... 5  \nHeather Fears................................................................................................................................................ 6  \nJason Dreger.................................................................................................................................................. 7  \nJill Lawrence .................................................................................................................................................. 8  \nJoel McCann.................................................................................................................................................. 9  \nJohn Max..................................................................................................................................................... 10  \nKevin Max.................................................................................................................................................... 11  \nLuke DeBenedetto ...................................................................................................................................... 12  \nMary Jo Kohman ......................................................................................................................................... 13  \nMelissa Granlund ........................................................................................................................................ 14  \nMindy Reid .................................................................................................................................................. 15  \nNancy Sandin............................................................................................................................................... 16  \nScott Marquardt.......................................................................................................................................... 17  \nStephanie Sutton......................................................................................................................................... 18  \nSteven Rice.................................................................................................................................................. 19  \nPROFESSIONAL DESIGNATIONS .................................................................................................................. 20  \nEach member of BlueStem Wealth Partners professional staff is evaluated on the basis of his or her education and work experience. Prior related business experience, a specialized business or technical skill or applicable undergraduate/post-graduate work are required. In addition, any associated persons involved i","cbCaiqsj0iYGYNEA","https://ap.wps.com/l/cbCaiqsj0iYGYNEA","pdf",557859,22,"English","# Item 1 – Cover Page\n## Professional Backgrounds of Advisory Personnel\n# Professional Designations\n# Item 2 – Education Background and Business Experience\n## Exams, Licenses & Other Professional Designations\n# Item 3 – Disciplinary Information\n# Item 4 – Other Business Activities\n# Item 5 – Additional Compensation\n# Item 6 – Supervision","[{\"question\":\"What does the BlueStem Wealth Partners Form ADV Part 2B brochure supplement contain?\",\"answer\":\"It contains information about BlueStem Wealth Partners investment advisory personnel, functioning as a supplement to the firm’s Form ADV Part 2A brochure.\"},{\"question\":\"How does the firm evaluate and ensure qualifications for advisory staff?\",\"answer\":\"Each staff member is evaluated based on education and work experience, and associated persons must meet applicable examination and licensing requirements for their state of service.\"},{\"question\":\"Who is responsible for supervision of firm personnel?\",\"answer\":\"All firm personnel are supervised by the firm’s Chief Compliance Officer, with ongoing supervision including account and trade review, annual compliance reviews and system testing, staff meetings, and employee reviews.\"}]","BlueStem Wealth Partners - Form ADV Part 2B Brochure Supplement - March 2024 - Professional Backgrounds of Advisory Personnel | PDF",55]