Joshua L. Cutler
BLUESTEM FINANCIAL ADVISORS
SAVOY, IL 61874
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CRD#: 5815169
Professional summary
Joshua Leon Cutler, CFP®, who also goes by Josh L Cutler, Josh Cutler, Joshua L Cutler, is a registered financial advisor currently at BLUESTEM FINANCIAL ADVISORS, LLC located in Savoy, Illinois.
Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Joshua has worked at 3 firms and has passed the Series 66 and Series 7 exams.
Biography
I attended Eastern Illinois University, where I earned my Bachelor's degree in Finance with a specialization in financial planning. After working for 3 years in the financial services industry, I joined Bluestem in early 2014 and discovered my passion doing fee-only financial planning.
As a Lead Advisor at Bluestem, I am driven to help clients remove worry from their financial lives through a hands-on, objective approach to financial planning. I believe in helping clients build a strong financial foundation that leads to financial independence and peace of mind. In addition to my work with clients, I take an active role in mentoring and training new advisors and student interns.
Outside of work, I love spending time with my wife Jen and our English Bulldog, Opie. I also enjoy get-togethers with friends and family and like to attend sporting events and concerts, exercise, and play the guitar.
Question & Answer
What are your service offerings?
Long-term Care
Investment Planning
Estate Planning
Employee and Employer Plan Ben...
Retirement Planning
Tax Planning
Debt Management
Education Planning
Comprehensive Financial Planni...
Retirement Income Management
Life Transitions
Health Care
Insurance Planning
Do you have an area of expertise or specialization?
College/Education Planning
Investment Advice with Ongoing...
Middle Income Client Needs
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Josh L Cutler | Josh Cutler | Joshua L Cutler
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Joshua Leon Cutler'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: 2014
Experience
Current
September 10, 2014 - Present
BLUESTEM FINANCIAL ADVISORS, LLC
Office #1: 1809 Woodfield Drive Suite A, Savoy, IL 61874RIA
CRD#: 158418
SAVOY, IL
Past
October 4, 2011 - February 13, 2014
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
CHAMPAIGN, IL
Past
July 13, 2011 - February 13, 2014
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
CHAMPAIGN, IL
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 FINANCIAL ADVISORS, LLC
BLUESTEM FINANCIAL ADVISORS, LLC
CRD#: 158418 / SEC#: 801-116798
RIA
Registered Investment Advisory firm - (6/13/2019 Approved)Illinois
Registered Investment Advisory firm - (7/8/2019 Terminated)Texas
Registered Investment Advisory firm - (1/27/2020 Terminated)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
Illinois(9/10/2014)
IAR
Texas(1/3/2024)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
BLUESTEM FINANCIAL ADVISORS, LLC
BLUESTEM FINANCIAL ADVISORS, LLC
CRD#: 158418 / SEC#: 801-116798
RIA
Registered Investment Advisory firm - (6/13/2019 Approved)Illinois
Registered Investment Advisory firm - (7/8/2019 Terminated)Texas
Registered Investment Advisory firm - (1/27/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1809 Woodfield Drive Suite A, Savoy, IL 61874
Mailing Address
Phone number
(217) 352-0000
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 957 |
| AUM (Assets Under Management) | $ 325,455,251 |
Red Flags
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