Stephen
Horstmann

Bluesky Wealth Advisors, LLC

CRD#7004090
Investment Advisor
in New Bern, NC

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About this Advisor

Stephen Horstmann is a financial advisor working out of New Bern, North Carolina, who has been in the advisory business for 11 years. Horstmann currently works for Bluesky Wealth Advisors, LLC. Over the course of their career, they have held roles at Bluesky Wealth Advisors, LLC, Ttu It Technology Support, Texas Tech University, Fjy, Vmi and None. Horstmann holds a Series 65 license, which qualifies them as an investment advisor representative, and is registered to operate in North Carolina. Bluesky Wealth Advisors, LLC is an advisory company headquartered in New Bern, North Carolina. The company has offices in three locations and a total of 11 financial advisors. It manages $453 million in assets among its 1,207 client accounts, making it one of the bigger firms in the country by assets under management. Of its 1,207 client accounts, 51% are associated with high-net-worth clients who have more than $1 million in assets. Bluesky Wealth Advisors, LLC has a few services, such as financial planning services, portfolio management for individuals and small businesses and other services. A financial advisor's fees are based on the financial services offered. However, fee types billed by Bluesky Wealth Advisors, LLC likely consist of hourly and fixed fees.

Certifications and Registrations

Series 65

Years of Experience

11 years

Services Offered

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

Fee Structure

Hourly Charges, Fixed Fees

Disclosures

No

Office Location

2131 S Glenburnie Road Suite 8
New Bern, NC 28562

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Bluesky Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$453,240,307

NC Average: $3,625,019,099
Total Number of Employees

11

NC Average: 22
Total Number of Accounts

1,207

NC Average: 1,917
Average Account Size

$375,510

NC Average: $1,890,985

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Investment Advisory Services

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

Stephen Horstmann Work History

Stephen has 11 years of experience.

2018 - Present (3 years)

Bluesky Wealth Advisors, LLC

2017 - 2017 (< 1 year)

Fjy

2017 - 2018 (1 year)

None

2016 - 2017 (1 year)

Ttu It Technology Support

2013 - 2017 (4 years)

Texas Tech University

2009 - 2011 (2 years)

Vmi

Disclosures

Stephen Horstmann has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Bluesky Wealth Advisors, LLC

John Gjertsen
Acworth, GA
Soo Kim
New Bern, NC
Ayasha Jones
New Bern, NC
Caroline Jones
New Bern, NC
Stephen Horstmann
New Bern, NC
Stephen Fletcher
New Bern, NC
Madeline Valente
Pleasanton, CA
Bronwyn Shone
Pleasanton, CA

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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