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Joshua Leon Cutler

BLUESTEM FINANCIAL ADVISORS, LLC·SAVOY, Illinois
Series 7, Series 66CFPClean record14 years registeredBLUESTEM FINANCIAL ADVISORS, LLC
1809 WOODFIELD DRIVE, SAVOY, IL 61874CRD# 5815169Firm CRD# 158418

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joshua Leon Cutler · SAVOY, IL
Registration
CRD #5815169 · BLUESTEM FINANCIAL ADVISORS, LLC · 14 years registered
Brand Profile
Not yet started
01

Career History

BLUESTEM FINANCIAL ADVISORS, LLC
Sep 2014 – present
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Oct 2011 – Feb 2014
CHAMPAIGN, IL
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · October 4, 2011
Years registered · 14
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BLUESTEM FINANCIAL ADVISORS, LLC
CRD 158418 · SEC 801-116798
AUM
$279M
Regulatory assets under management
Employees
9
919 client accounts
Services offered by BLUESTEM FINANCIAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BLUESTEM FINANCIAL ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Joshua Leon Cutler offer?
Joshua Leon Cutler specializes in Financial Planning, Investment Management. Contact their office in SAVOY, Illinois for a consultation.
What are Joshua Leon Cutler's credentials?
Joshua Leon Cutler holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Joshua Leon Cutler located?
Joshua Leon Cutler is based in SAVOY, Illinois, working with BLUESTEM FINANCIAL ADVISORS, LLC. Their office serves clients in the SAVOY metropolitan area and surrounding communities.
How does Joshua Leon Cutler charge for services?
Joshua Leon Cutler's firm is compensated through hourly charges, subscription fees, other: percentage of net worth. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BLUESTEM FINANCIAL ADVISORS, LLC?
BLUESTEM FINANCIAL ADVISORS, LLC has approximately 9 employees and manages $279M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BLUESTEM FINANCIAL ADVISORS, LLC

Jacob Daniel Kuebler
SAVOY, IL

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