Jason Dreger is a registered investment advisor at Bluestem Wealth Partners, LLC, based in Minnetonka, MN, with 27 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,561 clients with $970M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BlueStem Wealth Partners charges an annual advisory fee that is agreed upon with each client. The fee is based on a percentage of the value of your portfolio. The fee for the initial month is based on the average daily balance of your portfolio at the end of the month. For subsequent months, the fee is paid in advance, based on the average daily balance of your portfolio for the previous month. BlueStem's maximum asset-based fee for their Core Equity Model is 1.75%. They also charge separate asset-based fees for specific services like cash portfolios, CDs, money market accounts, and variable annuities.
Location
13100 Wayzata Blvd., Suite #140, Minnetonka, MN, 55305
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason is a financial advisor at LM Partners, LLC, dedicating a significant amount of time to this role. He also serves as a board member for Delano Area Dollars for Scholars and the Delano Senior Center, and volunteers as a firefighter and first responder, dedicating about 10-20% of his time to this.
Employment History
Current Registrations
Bluestem Wealth Partners, LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, LLCBroker
Ids Life Insurance CompanyBroker
Pruco Securities CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.