Scott T. Marquardt
BLUESTEM WEALTH PARTNERS
Litchfield, MN 55355
Some features on this profile are disabled
CRD#: 4836766
Professional summary
Scott Thomas Marquardt, CFP® is a registered financial advisor currently at BLUESTEM WEALTH PARTNERS, LLC located in Litchfield, Minnesota.
Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Scott has worked at 3 firms and has passed the Series 66, 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.
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 the expenses of the property at 703 E. Ripley St, Litchfield, MN 55355; Litchfield, MN 55355; Not Investment Related; May 2015; 1 to 9 hours per month; 1-9 during trading hours. Outside Employment; LM Partners, LLC; Partner/Advisor; Litchfield, MN 55355; Investment Related; January 2015; 60+ hours per month; 60+ during trading hours. Board of Directors; Kiwanis Club of Litchfield; Board Member; MN 55355; October 2013; 1-9 hours per month; 1-9 during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Scott Thomas Marquardt'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: 2009
Experience
Current
February 2, 2023 - Present
BLUESTEM WEALTH PARTNERS, LLC
Office #1: 703 E. Ripley Street, Litchfield, MN 55355RIA
CRD#: 324489
Litchfield, MN
Past
November 26, 2013 - February 8, 2023
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
LITCHFIELD, MN
Past
January 24, 2005 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
January 24, 2005 - February 8, 2023
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
LITCHFIELD, 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
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
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
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.
