Third-Party Awards & Rankings

^*Awards and recognitions by unaffiliated publications should not be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if BlueStem Wealth Partners, LLC (“BWP”) is engaged, or continues to be engaged, to provide investment advisory services, nor should they be construed as a current or past endorsement of BWP or its representatives by any of its clients. Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized adviser. The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Requirements to be considered eligible include: at least seven years as an advisor, minimum 1 year at current firm, advisor must be recommended and nominated by their firm, completion of an online survey, over 50% of revenue/production must be with individuals, and acceptable compliance record. Click here for a more in depth look at SHOOK’s methodology.

^**Awards and recognitions by unaffiliated publications should not be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if BlueStem Wealth Partners, LLC (“BWP”) is engaged, or continues to be engaged, to provide investment advisory services, nor should they be construed as a current or past endorsement of BWP or its representatives by any of its clients. Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized adviser. The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (d/b/a Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and compliant history (i.e., as defined by the administer, the wealth manager has not: A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; C. Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority; D. Filed for personal bankruptcy; E. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; and 10. Education and professional designations. Investment returns are not a component of the rankings. BWP did not pay a fee for inclusion on this list. Once awarded, however, awardees may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the awardee’s future performance.

^**Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee. This award was issued on 10/1/22 by Five Star Professional (FSP) for the time period 01/24/2022 through 07/29/2022.