Mary Jo Kohman

BLUESTEM WEALTH PARTNERS

Minnetonka, MN 55305

Some features on this profile are disabled

CRD#: 1723275

Professional summary

Mary Jo Kohman, CFP®, ChFC®, who also goes by Mary Jo K Dickie, Mary Jo Kohman Dickie, Mary Jo Kohman Dickie, Maryjo Kohman Dickie, Mary Jo Kohman, Mary Jo Kohmandickie, is a registered financial advisor currently at BLUESTEM WEALTH PARTNERS, LLC located in Minnetonka, Minnesota.

Mary Jo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Mary Jo has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

What are your service offerings?

Employee and Employer Plan Ben...

Retirement Planning

Investment Planning

Comprehensive Financial Planni...

Are you a "fiduciary"?

Yes

Aliases

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; Financial Advisor, COO; Litchfield, MN 55355; Investment Related; April 2020; 60+ hours per month; 60+ during trading hours. Other Business Activities; St. Michael Catholic Church; Member of Parish Finance Committee; high level group, not meant to get into the weeds. Review & provide input regarding strategy on how to spend Parish money, discuss new building projects and determine best way to fund i.e. via loan for full project or build partial campus now.; St. Michael, MN 55376; Investment Related; September 2020; 1-9 hours per month; 0 during trading hours/ Officer Finance Committee; Officer (Secretary) Church Finance Committee; Secretary - Finance Committee; St. Michael, MN 55376; Investment Related; August 2021; 1-9 hours per month; 0 during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mary Jo Kohman'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®

CFP^®

Certified Financial Planner

Start date: 2003

ChFC^®

Chartered Financial Consultant

Experience

Current

February 2, 2023 - Present

BLUESTEM WEALTH PARTNERS, LLC

Office #1: 13100 Wayzata Blvd. Suite #140, Minnetonka, MN 55305

RIA

CRD#: 324489

Minnetonka, MN

Past

January 6, 2020 - February 8, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Minnetonka, MN

Past

January 6, 2020 - February 8, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Minnetonka, MN

Past

October 14, 2019 - April 8, 2020

AMERICAN ENTERPRISE INVESTMENT SERVICES INC.

CRD#: 26506

Minneapolis, MN

Past

July 14, 2010 - October 14, 2019

COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC

RIA

CRD#: 108257

MINNEAPOLIS, MN

Past

December 1, 2008 - October 14, 2019

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.

CRD#: 840

MINNEAPOLIS, MN

Past

November 28, 2006 - May 14, 2010

RIVERSOURCE DISTRIBUTORS, INC.

CRD#: 139135

MINNEAPOLIS, MN

Past

August 29, 1996 - December 31, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

August 29, 1996 - January 24, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Past

March 6, 1996 - September 19, 1996

VSR FINANCIAL SERVICES, INC.

CRD#: 14503

OVERLAND PARK, KS

Past

April 20, 1989 - December 31, 1995

PIPER SANDLER & CO.

CRD#: 665

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)

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

IAR

Series 66

Date: 7/9/2010

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/22/1989

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: 4/15/1989

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/2/2006

General Securities Principal 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)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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.

Contact information

xxxxx@xxxx.xxx

Similar Advisors

Chad Rusten

ELEMENT SQUARED PRIVATE WEALTH

IAR

Minneapolis, MN

Janai Deitt

THRIVENT INVESTMENT MANAGEMENT INC.

IAR

McKinney, TX

Steven Schmidt

LPL ENTERPRISE, LLC

IAR

ST. LOUIS PARK, MN

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Mary Jo Kohman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mary Jo Kohman's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERICAN ENTERPRISE INVESTMENT SERVICES INC.

COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.

RIVERSOURCE DISTRIBUTORS, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

VSR FINANCIAL SERVICES, INC.

PIPER SANDLER & CO.

Primary Firm SEC Registration

BLUESTEM WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/9/2010

Series 63

Date: 5/22/1989

SIE

Date: 10/1/2018

Series 7

Date: 4/15/1989

Series 24

Date: 6/2/2006

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

Contact information

Similar Advisors