Jill B. Lawrence
BLUESTEM WEALTH PARTNERS | Private Wealth Advisor
Minnetonka, MN 55305
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CRD#: 2341207
Professional summary
Jill B Lawrence, CFP®, who also goes by Jill Renee Briggers, Jill R Bruggers, Jill Renee Bruggers, Jill Renee Lawrence, is a registered financial advisor currently at BLUESTEM WEALTH PARTNERS, LLC located in Minnetonka, Minnesota.
Jill is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Jill has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Trading individual securities
Trust & estate planning
Financial planning
Insurance
Philanthropic services
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Jill Renee Briggers | Jill R Bruggers | Jill Renee Bruggers | Jill Renee Lawrence
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.
Business Ownership; LM Partners, LLC; Partner; Entity established for paying the office expenses and wages related to BlueStem Wealth Partners, a Private Wealth Advisory Practice of Ameriprise Financial Services, Inc.; Litchfield, MN 55355; Not Investment Related; January 2015; 60+ hours per month; 60+ during trading hours/ BlueStem Holdings, LLC; Co-owner; Entity that manages office and building expenses.; Litchfield, MN 55355; Not Investment Related; January 2015; 1 to 9 hours per month; 0 during trading hours. Outside Employment; LM Partners, LLC; CEO; Litchfield, MN 55355; Investment Related; January 2015; 60+ hours per month; 60+ during trading hours. Board of Directors; Westonka Food Shelf; board member; MN 55364; Not Investment Related; January 2018; 1-9 hours per month; 0 during trading hours/ Hamline University School of Business; board member; St. Paul, MN 55104; Not Investment Related; January 2020; 1-9 hours per month; 0 during trading hours. Fiduciary Activities; Named or act in a fiduciary capacity; such as attorney-in-fact, trustee, conservator, guardian, executor or personal representative.
CRS (Client Relationship Summary) - RIA
Click below to view Jill B Lawrence's 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®
Start date: 2000
Experience
Current
February 2, 2023 - Present
BLUESTEM WEALTH PARTNERS, LLC
Office #1: 13100 Wayzata Blvd. Suite #140, Minnetonka, MN 55305RIA
CRD#: 324489
Minnetonka, MN
Past
November 19, 2013 - February 13, 2023
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
LITCHFIELD, MN
Past
January 23, 1998 - February 13, 2023
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
LITCHFIELD, MN
Past
January 22, 1998 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
August 20, 1996 - January 12, 1998
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
August 20, 1996 - January 12, 1998
AMERIPRISE FINANCIAL SERVICES, LLC
BD
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".
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.
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(2/7/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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)Upgrade to AdvisorCheck Premium
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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)
Regulatory assets under management
| Total Number of Accounts | 7,935 |
| AUM (Assets Under Management) | $ 968,000,000 |
Red Flags
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Company Information
BLUESTEM WEALTH PARTNERS, LLC
Private Wealth AdvisorCRD#: 324489Minnetonka, MN 55305TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
