Jill Lawrence, Cfp®, Cltc, Cka®, Bfa™

Jill Lawrence, Cfp®, Cltc, Cka®, Bfa™ Email and Phone Number

Private Wealth Advisor & Chief Executive Officer - BlueStem Wealth Partners, A Private Wealth Advisory Practice @ BlueStem Wealth Partners
Jill Lawrence, Cfp®, Cltc, Cka®, Bfa™'s Location
Greater Minneapolis-St. Paul Area, United States, United States
Jill Lawrence, Cfp®, Cltc, Cka®, Bfa™'s Contact Details

Jill Lawrence, Cfp®, Cltc, Cka®, Bfa™ work email

Jill Lawrence, Cfp®, Cltc, Cka®, Bfa™ personal email

n/a

Jill Lawrence, Cfp®, Cltc, Cka®, Bfa™ phone numbers

About Jill Lawrence, Cfp®, Cltc, Cka®, Bfa™

Our goal at BlueStem Wealth Partners is to help others increase their confidence, purpose and success with their financial future. We will work to put you in a position to make better, more informed financial decisions by combining comprehensive financial life planning and a disciplined, yet dynamic, approach to our investment management and your portfolio. Your financial picture is about YOU, not just your money. Your return on life is as equally important as your portfolio return. We will guide you through a process to understand what drives your happiness while working to identify and take advantage of the opportunities ahead of you. This process helps you use your money to support what you want to get out of life.

Jill Lawrence, Cfp®, Cltc, Cka®, Bfa™'s Current Company Details
BlueStem Wealth Partners

Bluestem Wealth Partners

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Private Wealth Advisor & Chief Executive Officer - BlueStem Wealth Partners, A Private Wealth Advisory Practice
Jill Lawrence, Cfp®, Cltc, Cka®, Bfa™ Work Experience Details
  • Bluestem Wealth Partners
    Private Wealth Advisor
    Bluestem Wealth Partners Jan 1998 - Present
    Minnetonka, Mn, Us
    BlueStem is a wealth management firm focused on helping people make wise decisions and live fulfilling lives. As an advisor, I work closely with clients and help them align their wealth with their personal vision of success. We call this “Financial Life Planning,” and we combine this approach with dynamic investment management to help clients protect their success, leverage valuable opportunities, and create meaningful, sustainable growth. As a team, we believe that your return on life is far more impactful than any monetary gain, so that’s where we start. We work to understand your values, dreams, concerns, and personality; then we take that information and recommend strategies and resources to support your most important goals. No matter where you are or where you want to go, we come alongside you and help you make smart decisions so you can feel confident about the future as you enjoy your life today. I have the honor of working alongside more than 13 other dedicated advisors, and we collaborate constantly to ensure our clients receive the most comprehensive, current, and insightful advice. With multiple designations and more than 250 years of experience between us, we’re highly skilled at helping clients find peace, purpose, and security through even the most challenging seasons of life. Our specific services include:- Financial Life Planning- Quality Investment Management- Risk Management- Retirement Planning- Business Planning- Charitable Giving - Behavioral Finance Coaching
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  • Bluestem Wealth Partners, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc
    Private Wealth Advisor
    Bluestem Wealth Partners, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc Jan 1998 - Feb 2023
    Minneapolis, Mn, Us
    At BlueStem Wealth Partners, our team mission is to maximize our potential for the benefit of others. We strive to help individuals find peace, purpose, and success with their financial future. We are committed to a culture of contribution to our clients, our community and our world.
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Jill Lawrence, Cfp®, Cltc, Cka®, Bfa™ Skills

Financial Services

Jill Lawrence, Cfp®, Cltc, Cka®, Bfa™ Education Details

  • Hamline University
    Hamline University
    Communications

Frequently Asked Questions about Jill Lawrence, Cfp®, Cltc, Cka®, Bfa™

What company does Jill Lawrence, Cfp®, Cltc, Cka®, Bfa™ work for?

Jill Lawrence, Cfp®, Cltc, Cka®, Bfa™ works for Bluestem Wealth Partners

What is Jill Lawrence, Cfp®, Cltc, Cka®, Bfa™'s role at the current company?

Jill Lawrence, Cfp®, Cltc, Cka®, Bfa™'s current role is Private Wealth Advisor & Chief Executive Officer - BlueStem Wealth Partners, A Private Wealth Advisory Practice.

What is Jill Lawrence, Cfp®, Cltc, Cka®, Bfa™'s email address?

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What is Jill Lawrence, Cfp®, Cltc, Cka®, Bfa™'s direct phone number?

Jill Lawrence, Cfp®, Cltc, Cka®, Bfa™'s direct phone number is +161296*****

What schools did Jill Lawrence, Cfp®, Cltc, Cka®, Bfa™ attend?

Jill Lawrence, Cfp®, Cltc, Cka®, Bfa™ attended Hamline University.

What skills is Jill Lawrence, Cfp®, Cltc, Cka®, Bfa™ known for?

Jill Lawrence, Cfp®, Cltc, Cka®, Bfa™ has skills like Financial Services.

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