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Heather R Fears

Investment adviser representative at Bluestem Wealth Partners, LLC
21 yearsExperience
1 stateRegistered in
$1.1BFirm assets
3 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

21 years in the industry.

  1. Bluestem Wealth Partners, LLCFeb 2023 to now
  2. Ameriprise Financial Services LLCOct 2021 to Feb 2023
  3. Select RehabilitationJun 2021 to Oct 2021
  4. Ameriprise Financial Services, Inc.Sep 2005 to Aug 2021

Exams passed

  • Series 66 · Uniform Combined State Law2005

State registrations

Registered as an investment adviser representative in 1 state (MN).

Bluestem Wealth Partners, LLC

$1.1BAssets managed
1,687Clients
18Advisers
3 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4748845
Firm CRD
324489
Advisor's SEC record (opens in a new tab)
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