Kevin C. Max

BLUESTEM WEALTH PARTNERS

Delano, MN 55328

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CRD#: 1436077

Professional summary

Kevin Carter Max, ChFC® is a registered financial advisor currently at BLUESTEM WEALTH PARTNERS, LLC located in Delano, Minnesota.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Kevin has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Outside Employment; LM Partners, LLC; Advisor; Litchfield, MN 55355; Investment Related; January 2019; 60+ hours per month; 60+ during trading hours. Board of Directors; Delano Senior Center Advisory Council; President; 55328; 1-9 hours per month; .

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Carter Max's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

ChFC^®

Chartered Financial Consultant

Experience

Current

February 2, 2023 - Present

BLUESTEM WEALTH PARTNERS, LLC

Office #1: 405 Babcock Blvd E., Delano, MN 55328

RIA

CRD#: 324489

Delano, MN

Past

October 3, 2006 - February 14, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

DELANO, MN

Past

January 25, 1996 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

January 25, 1996 - February 14, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

DELANO, MN

Past

October 16, 1995 - January 29, 1996

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

December 23, 1985 - October 23, 1995

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BLUESTEM WEALTH PARTNERS, LLC

BLUESTEM WEALTH PARTNERS, LLC | BRAMBLE PATCH ADVISORY SERVICES, LLC | BRAMBLE PATCH ADVISORY SERVICES

CRD#: 324489 / SEC#: 801-127198

RIA

Registered Investment Advisory firm - (1/13/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Minnesota
(2/2/2023)

IAR

Texas
(2/9/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 11/19/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/21/1985

General Securities Representative Examination

Current Firm

BLUESTEM WEALTH PARTNERS, LLC

BLUESTEM WEALTH PARTNERS, LLC | BRAMBLE PATCH ADVISORY SERVICES, LLC | BRAMBLE PATCH ADVISORY SERVICES

CRD#: 324489 / SEC#: 801-127198

RIA

Registered Investment Advisory firm - (1/13/2023 Approved)

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Contact information

Main Address

13100 Wayzata Blvd. Suite #140, Minnetonka, MN 55305

Mailing Address

Phone number

(612) 464-0372

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BLUESTEM WEALTH PARTNERS ADV PART 2A BROCHURE 3 2025 (3/27/2025)

Regulatory assets under management

Total Number of Accounts	7,935
AUM (Assets Under Management)	$ 968,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Kevin C. Max

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Carter Max's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

OSAIC WEALTH, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

BLUESTEM WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 11/19/1985

SIE

Date: 10/1/2018

Series 7

Date: 12/21/1985

Current Firm

BLUESTEM WEALTH PARTNERS, LLC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BLUESTEM WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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