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MD

Mitchell J. Dickie

BLUESTEM WEALTH PARTNERS
MINNETONKA, MN 55305
Some features on this profile are disabled
CRD#: 7383755
MD
Mitchell J DickieBLUESTEM WEALTH PARTNERS

Professional summary

Mitchell J Dickie, who also goes by Mitch J Dickie, Mitch Jarrett Dickie, Mitch Dickie, Mitchell Jarrett Dickie, Mitchell Dickie, is a registered financial advisor currently at BLUESTEM WEALTH PARTNERS, LLC located in Minnetonka, Minnesota.

Mitchell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Mitchell has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Mitch J Dickie | Mitch Jarrett Dickie | Mitch Dickie | Mitchell Jarrett Dickie | Mitchell Dickie

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mitchell J Dickie'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

July 8, 2026 - Present

BLUESTEM WEALTH PARTNERS, LLC

Office #1: 13100 Wayzata Blvd. Suite #140, Minnetonka, MN 55305
RIA
CRD#: 324489
MINNETONKA, MN
Past

November 4, 2024 - July 8, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
MINNEAPOLIS, MN
Past

September 5, 2024 - July 8, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, 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
(7/8/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/14/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/5/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/22/2024
Securities Industry Essentials 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)
Loading...

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)

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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