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Mindy Elizabeth Reid

Mindy E. Reid

BLUESTEM WEALTH PARTNERS
Minnetonka, MN 55305
Some features on this profile are disabled
CRD#: 2941498
Mindy Elizabeth Reid

Professional summary

Mindy Elizabeth Reid, CFP®, who also goes by Mindy Elizabeth Patterson, is a registered financial advisor currently at BLUESTEM WEALTH PARTNERS, LLC located in Minnetonka, Minnesota.

Mindy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Mindy has worked at 3 firms and has passed the Series 63, SIE, Series 7, Series 4, Series 51 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Mindy Elizabeth Patterson

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; Wayzata Public Schools; Reserve Teacher; Plymouth, MN 55447; Not Investment Related; September 2019; 10-19 hours per month; 10-19 during trading hours/ LM Partners, LLC; Advisor; Litchfield, MN 55355; Investment Related; April 2015; 60+ hours per month; 60+ during trading hours/ Wayzata Public Schools; Career Search PT Teacher; Plymouth, MN 55447; Not Investment Related; September 2021; 10-19 hours per month; 10-19 during trading hours. Fiduciary Activities; Named or act in a fiduciary capacity; such as attorney-in-fact, trustee, conservator, guardian, executor or personal representative.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mindy Elizabeth Reid'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: 2007

Experience

Current

February 5, 2023 - Present

BLUESTEM WEALTH PARTNERS, LLC

Office #1: 13100 Wayzata Blvd. Suite #140, Minnetonka, MN 55305
RIA
CRD#: 324489
Minnetonka, MN
Past

November 20, 2013 - February 13, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
Minnetonka, MN
Past

September 3, 1999 - July 3, 2006

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

September 3, 1999 - February 13, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Minnetonka, 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
(2/5/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 9/23/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/2/1999
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 4
Date: 9/11/2006
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 51
Date: 3/10/2003
Municipal Fund Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 4/8/2002
General Securities Principal 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#: 324489Minnetonka, MN 55305

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