This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Tiaa
- Clients
- Retail
- Platforms
- Ridge fusion
- Established Date
- 08-12-2011
- Office Locations
- 2
Office Locations
About Bluestem Financial Advisors, LLC
Bluestem Financial Advisors is a fee-only, fiduciary financial planning firm providing holistic, integrated advice across clients’ full financial picture. The team partners with individuals and families through ongoing planning and life transitions, with no product sales or commissions. Investment work emphasizes diversified asset allocation using vehicles such as mutual funds and ETFs, including ESG/socially responsible approaches; custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JACOB DANIEL KUEBLER
President, Senior Financial Advisor
- CRD
- #5797905
- Ownership
- 75% or more
JOSHUA LEON CUTLER
Chief Compliance Officer, Owner, Senior Financial Advisor
- CRD
- #5815169
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
Unlock allContacts
Rodney Charles Camper
Associate Financial Advisor
- CRD
- #7338898
Timothy Jae Suk Lee
Financial Advisor
- CRD
- #8080867
Peak delta
Vector value value
- CRD
- #99188
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $358,198,984 | $354,652 |
| Non-Discretionary | $0 | -- |
| Total | $358,198,984 | $354,652 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $358,198,984
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,299,918,892 | 15.4% |
| U.S. Government/Agency | $1,021,364,844 | 12.1% |
| Cash | $1,232,390,638 | 14.6% |
| Corporate - Investment Grade | $1,840,144,925 | 21.8% |
| Equity - Exchange | $1,595,355,004 | 18.9% |
| Other | $1,451,857,463 | 17.2% |
| Total | $8,441,031,766 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SIGNAL VERTEX VITAL | TIMBER PEAK | 2T49AAN0J | CKRAT | 3.51% | $116,751,415 |
| ALPHA PEAK ATLAS | RADIAL PATHWAY | VYLBKMZ9H | KVA | 6.36% | $25,573,734 |
| SIGNAL OPTIMA CATALYST | OPTIMA ELEMENT | T0XP0U9SO | FVPF | 5.28% | $31,108,026 |
| VERTEX MOMENTUM EAGLE | PATHWAY OPTIMA | ZNRPU2BKU | EDOG | 12.09% | $76,753,744 |
| VECTOR MOMENTUM | BRIDGE NORTH | GS1W3PTN5 | CKJ | 6.62% | $112,738,770 |
| PIONEER VERTEX EAGLE | PATHWAY BRIDGE | CBVXQLXGB | PURNH | 6.40% | $12,673,499 |
| BEACON VALUE ZENITH | FUSION BEACON | 1BRIOOKYB | ZXX | 2.53% | $88,426,184 |
| PIONEER OAK | UNISON PATHWAY | M2IRIZ1TU | JNV | 4.51% | $7,334,589 |