Joel B. Mccann

BLUESTEM WEALTH PARTNERS

MINNETONKA, MN 55305

Some features on this profile are disabled

CRD#: 5866775

Professional summary

Joel Benjamin Mccann, who also goes by Joby Benjamin Mccann, is a registered financial advisor currently at BLUESTEM WEALTH PARTNERS, LLC located in Minnetonka, Minnesota.

Joel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Joel has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Joby Benjamin Mccann

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, LLC; AFA; Litchfield, MN 55355; Investment Related; January 2015; 60+ hours per month; 60+ during trading hours. Board of Directors; Kiwanis Club of Litchfied; Board Member; Not Investment Related; October 2013; 1-9 hours per month; 1-9 during trading hours/ Zion Lutheran Church Endowment committee; Vice Chair; Litchfield, MN 55355; Investment Related; January 2019; 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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joel Benjamin Mccann'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®

None

Experience

Current

February 2, 2023 - Present

BLUESTEM WEALTH PARTNERS, LLC

Office #1: 13100 Wayzata Blvd. Suite #140, Minnetonka, MN 55305

RIA

CRD#: 324489

MINNETONKA, MN

Past

December 16, 2013 - February 8, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

LITCHFIELD, MN

Past

January 1, 2011 - February 8, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

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".

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.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

What does exam status mean?

State Security Law Exam

IAR

Series 66

Status Unavailable

Passed: 2/16/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Status Unavailable

Passed: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Status Unavailable

Passed: 12/28/2010

General Securities Representative Examination

Current Firm

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)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

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

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BLUESTEM WEALTH PARTNERS ADV PART 2A BROCHURE 3 2026 (3/25/2026)

Regulatory assets under management

Total Number of Accounts	8,328
AUM (Assets Under Management)	$ 1,120,000,000

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.

Similar Advisors

Chad Rusten

ELEMENT SQUARED PRIVATE WEALTH

IAR

MINNEAPOLIS, MN

Steven Schmidt

LPL ENTERPRISE, LLC

IAR

ST LOUIS PARK, MN

Ryan Golden

WELLS FARGO CLEARING SERVICES, LLC

IAR

CRYSTAL, MN

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Joel B. Mccann

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joel Benjamin Mccann's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLUESTEM WEALTH PARTNERS, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

BLUESTEM WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Passed: 2/16/2011

SIE

Passed: 10/1/2018

Series 7

Passed: 12/28/2010

Current Firm

BLUESTEM WEALTH PARTNERS, LLC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BLUESTEM WEALTH PARTNERS, LLC

TRUST BUT VERIFY

Similar Advisors