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Barbara Jean Mahr

Barbara J. Mahr

Some features on this profile are disabled
CRD#: 2061026
Barbara Jean Mahr

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Barbara Jean Mahr, CFP®, who also goes by Barbara Jean Brustkern, Barbara J Mahr, was a registered financial professional .

Barbara is a previously registered financial professional and started their career in finance in 1990. Barbara had worked at 7 firms and has passed the Series 63, Series 65, Series 7TO, SIE and Series 7 exams.

top-8-questions

Question & Answer

What are your service offerings?
Retirement Income Management
Retirement Planning
Tax Planning
Investment Planning
Social Security Planning
Comprehensive Financial Planni...
Are you a "fiduciary"?
No

Aliases

Barbara Jean Brustkern | Barbara J Mahr

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; Associate Financial Advisor; MN 55355; Not Investment Related; August 2018; 60+ hours per month; 60+ during trading hours. Other Business Activities; Renovation Church Finance Committee; Volunteer Member of Finance Committee to assist Church Board and Finance Director; Volunteer Member; Blaine, MN 55449; Investment Related; July 2022; 1-9 hours per month; 0 during trading hours. Edgewater Condominium Association Inc, 159 4th Ave NE, Forest Lake, MN 55025-124, Treasurer, Collect dues, pay bills, prepare budget; minimal hours/mo, 0 during trading hours

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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: 1988

Experience

Past

February 2, 2023 - September 30, 2025

BLUESTEM WEALTH PARTNERS, LLC

RIA
CRD#: 324489
MINNETONKA, MN
Past

November 26, 2013 - February 7, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
NAPLES, FL
Past

June 27, 2005 - July 3, 2006

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

June 27, 2005 - February 7, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
NAPLES, FL
Past

April 19, 2002 - June 3, 2005

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
FAIRFIELD, IA
Past

March 19, 1997 - April 19, 2002

CETERA ADVISORS LLC

BD
CRD#: 10299
GREENWOOD VILLAGE, CO
Past

January 12, 1995 - April 1, 1997

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
DALLAS, TX
Past

May 22, 1990 - December 31, 1992

LOCUST STREET SECURITIES, INC.

BD
CRD#: 1703
DES MOINES, IA

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".
BW
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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 7/21/2005
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 10/19/1999
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/19/1990
General Securities Representative Examination

Current Firm

BW
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
33

SEC notice filing (12 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts7,935
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.

Company Information

BLUESTEM WEALTH PARTNERS, LLC

CRD#: 324489

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Contact information

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