Rachael M. Vangorkom
Professional summary
Rachael Margaret Vangorkom, who also goes by Rachael Margaret Cherryhomes, Rachael Margaret Van Gorkom, is a registered financial advisor currently at BLUESTEM WEALTH PARTNERS, LLC located in Litchfield, Minnesota.
Rachael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Rachael has worked at 3 firms and has passed the Series 65, Series 7TO, SIE and Series 99 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Rachael Margaret Vangorkom's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 16, 2023 - Present
BLUESTEM WEALTH PARTNERS, LLC
Office #1: 703 East Ripley Street, Litchfield, MN 55355September 14, 2022 - February 8, 2023
AMERIPRISE FINANCIAL SERVICES, LLC
December 14, 2012 - June 10, 2014
SS&C MARKET SERVICES, LLC
Primary Firm SEC Registration
BLUESTEM WEALTH PARTNERS, LLC
CRD#: 324489 / SEC#: 801-127198
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/16/2023)
Exams
Series 7TO
Date: 9/14/2022
General Securities Representative ExaminationCurrent Firm
BLUESTEM WEALTH PARTNERS, LLC
CRD#: 324489 / SEC#: 801-127198
Contact information
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
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Company Information
BLUESTEM WEALTH PARTNERS, LLC
CRD#: 324489Litchfield, MN 55355TRUST BUT VERIFY
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