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Financial Life Planning and Investment Management

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Jason Dreger

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  • Jason Dreger
Jason Dreger

Jason Dreger, CRPC™, APMA™, BFA™

Financial Advisor | Chartered Retirement Planning Counselor™

Jason Dreger is a Chartered Retirement Planning CounselorTM with BlueStem Wealth Partners, with over 25 years of financial advisory experience. At BlueStem Wealth Partners, we want to help you increase your confidence, purpose and success with your financial future. Our purpose is to position you to make better, more informed financial decisions by combining comprehensive financial planning and a disciplined approach to investment management.

Jason and his wife of 20+ years and their three children live in Delano, Minnesota where they are avid sports fans, enjoy the outdoors, and play an active role in serving their community and various nonprofit organizations.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Saving for Education
  • Retirement Plan Distribution
  • Family Finances
  • Estate Planning Strategies

Qualifications

  • CRPC™ – Chartered Retirement Planning Counselor™
  • APMA™ – Accredited Portfolio Management Advisor™
  • BFA™ – Behavioral Financial Advisor™

Qualifications/Designations

Education

  • Bachelor of Business Administration – Finance and Economics
  • From University of Minnesota Duluth – Duluth, MN – 1994

Awards & Recognition

  • Five Star Wealth Manager, 2012-2013, 2015-2024

Third Party Awards & Ranking

Community Participation

  • Delano Volunteer Fire Department
  • Delano Area Scholarship Association, Committee Member
  • Delano Youth Sports, Coach

Interests

  • Spending time with my family.
  • Community involvement.
  • Coaching youth athletics.
  • Hunting and fishing.

Personal Photo Gallery

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Call Us: 612-464-0372

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