Joshua
Cutler

Bluestem Financial Advisors, LLC

CRD#5815169
Investment Advisor
in Savoy, IL

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About this Advisor

Joshua Cutler is a financial advisor based in Savoy, Illinois, working with Bluestem Financial Advisors, LLC. Joshua has previously held a position at Bluestem Financial Advisors, LLC. Joshua has passed the Series 66 regulatory exam and is registered to provide services in Illinois and Texas. Currently, Joshua is part of Bluestem Financial Advisors, LLC, which operates out of Savoy, Illinois. The firm has 1 office and 9 employees. The firm manages assets totaling $279.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Bluestem Financial Advisors, LLC includes hourly, fixed, and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Hourly Charges, Fixed Fees, Others

Office Location

1809 Woodfield Drive Suite A
Savoy, IL 61874

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Bluestem Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$279,389,061

IL Average: $6,674,516,078
Total Number of Employees

9

IL Average: 44
Total Number of Accounts

919

IL Average: 2,564
Average Account Size

$304,014

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

Joshua Cutler Work History

2014 - Present (10 years)

Bluestem Financial Advisors, LLC

Disclosures

Please visit the SEC profile of Joshua Cutler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bluestem Financial Advisors, LLC

Joshua Cutler
Savoy, IL
Nicholas Vogel
Savoy, IL
Rodney Camper
Savoy, IL
Jacob Kuebler
Savoy, IL
Joseph Miebach
Savoy, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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