Samuel Douglas Wesley
Investment adviser representative at Bluestem Financial Advisors, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$358.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Bluestem Financial Advisors, LLCJun 2024 to now
- Tammy Goodman FinancialMay 2023 to Aug 2023
- The ZoneJun 2021 to Oct 2023
- Safe Retirement Systems, Inc.Nov 2020 to Nov 2022
- University of IllinoisAug 2020 to May 2024
- St. Joseph - Ogden HighJul 2016 to Jun 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (IL).
Bluestem Financial Advisors, LLC
$358.2MAssets managed
185Clients
7Advisers
7 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
- 8311787
- Firm CRD
- 158418