Stephanie R Sutton
CFP®Professional Summary
Stephanie R Sutton, CFP®, who also goes by Stephanie Rosette Alliev Mrs., is a registered financial advisor currently at BLUESTEM WEALTH PARTNERS, LLC located in Minnetonka, Minnesota. Stephanie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Stephanie has worked at 2 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Stephanie Rosette Alliev Mrs.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
9 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
BLUESTEM WEALTH PARTNERS, LLC | BRAMBLE PATCH ADVISORY SERVICES, LLC | BRAMBLE PATCH ADVISORY SERVICES
Contact Information
Main Address
13100 Wayzata Blvd. Suite #140, Minnetonka, MN 55305Phone Number
(612) 464-0372# of Employees
34SEC notice filing (12 States and Territories)
Registered to provide investment advisory services in 12 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
8,328AUM (Assets Under Management)
$1,120,000,000Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
BLUESTEM WEALTH PARTNERS, LLC | BRAMBLE PATCH ADVISORY SERVICES, LLC | BRAMBLE PATCH ADVISORY SERVICES
State Registrations and Notice Filings
(2/2/2023)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Stephanie R Sutton's CRS (Customer Relationship Summary).
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