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JM

Joel B. Mccann

BLUESTEM WEALTH PARTNERS
Minnetonka, MN 55305
Some features on this profile are disabled
CRD#: 5866775
JM

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.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

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

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)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/16/2011
Uniform Combined 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: 12/28/2010
General Securities Representative 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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