Stephanie R. Sutton
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.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Stephanie R Sutton's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2019
Experience
February 2, 2023 - Present
BLUESTEM WEALTH PARTNERS, LLC
Office #1: 13100 Wayzata Blvd. Suite #140, Minnetonka, MN 55305May 15, 2017 - February 7, 2023
AMERIPRISE FINANCIAL SERVICES, LLC
February 6, 2017 - February 7, 2023
AMERIPRISE FINANCIAL 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
(2/2/2023)
Exams
Current 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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