Bluestem Financial Advisors, Llc
- Regulatory AUM
- $358M
- Discretionary
- $358M
- Clients
- 185
- Avg AUM / client
- $1.9M
- Accounts
- 1,010
- Employees
- 10
AUM over time
Annual snapshots from Form ADV filings · as of Jul 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 36 | $16.6M | 4.64% |
| High net worth individuals | 149 | $342M | 95.4% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Carle Foundation Hospital And Affiliates Matching Tsa Plan Carle Foundation Hospital And Affiliates | 2024 |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jacob Daniel Kuebler | President | CFP | May 2011 (15y) | 75% or more |
| Joshua Leon Cutler | Chief Compliance Officer | CFP | Sep 2014 (12y) | 25% – 50% |
| Nicholas Matthew Vogel | Registered representative | CFP | Jul 2019 (7y) | |
| Joseph Anthony Miebach | Registered representative | CFP | Jan 2024 (3y) | |
| Timothy Jae Suk Lee | Registered representative | CFP | Apr 2025 (1y) | |
| Johnathan Christopher Frerichs | Registered representative | CFP | Jul 2026 (0y) | |
| Samuel Douglas Wesley | Registered representative | CFP | Jul 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Carle Foundation Hospital And Affiliates Matching Tsa Plan | Carle Foundation Hospital And Affiliates | 16,060 | $1.4B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/16/2026 | 899 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Hourly charges
- • Fixed fees
- • Other fees
- • PERCENTAGE OF NET WORTH
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $352M (98% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 16, 2026.
View current Form ADV (SEC/IAPD) ↗