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BLUESTEM FINANCIAL ADVISORS, LLC

Company Details

Entity Name: BLUESTEM FINANCIAL ADVISORS, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 23 May 2011
Company Number: LLC_03562212
File Number: 03562212
Type of Management: Manager Managed
Date Status Change: 11 Apr 2024
Address 1809 WOODFIELD DRIVE, SUITE A, SAVOY, 61874, IL
Place of Formation: ILLINOIS

Central Index Key

CIK number Mailing Address Business Address Phone
1820680 1802 FOX DRIVE, SUITE A, CHAMPAIGN, IL, 61820 1802 FOX DRIVE, SUITE A, CHAMPAIGN, IL, 61820 (217) 352-0000

Filings since 2024-11-14

Form type 13F-HR
File number 028-20314
Filing date 2024-11-14
Reporting date 2024-09-30
File View File

Filings since 2024-08-06

Form type 13F-HR
File number 028-20314
Filing date 2024-08-06
Reporting date 2024-06-30
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Filings since 2024-04-17

Form type 13F-HR
File number 028-20314
Filing date 2024-04-17
Reporting date 2024-03-31
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Filings since 2024-02-14

Form type 13F-HR
File number 028-20314
Filing date 2024-02-14
Reporting date 2023-12-31
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Filings since 2023-11-13

Form type 13F-HR
File number 028-20314
Filing date 2023-11-13
Reporting date 2023-09-30
File View File

Filings since 2023-07-13

Form type 13F-HR
File number 028-20314
Filing date 2023-07-13
Reporting date 2023-06-30
File View File

Filings since 2023-04-20

Form type 13F-HR
File number 028-20314
Filing date 2023-04-20
Reporting date 2023-03-31
File View File

Filings since 2023-01-11

Form type 13F-HR
File number 028-20314
Filing date 2023-01-11
Reporting date 2022-12-31
File View File

Filings since 2022-11-01

Form type 13F-HR/A
File number 028-20314
Filing date 2022-11-01
Reporting date 2022-06-30
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Filings since 2022-10-18

Form type 13F-HR
File number 028-20314
Filing date 2022-10-18
Reporting date 2022-09-30
File View File

Filings since 2022-08-12

Form type 13F-HR
File number 028-20314
Filing date 2022-08-12
Reporting date 2022-06-30
File View File

Filings since 2022-04-26

Form type 13F-HR/A
File number 028-20314
Filing date 2022-04-26
Reporting date 2022-03-31
File View File

Filings since 2022-04-08

Form type 13F-HR
File number 028-20314
Filing date 2022-04-08
Reporting date 2022-03-31
File View File

Filings since 2022-01-13

Form type 13F-HR
File number 028-20314
Filing date 2022-01-13
Reporting date 2021-12-31
File View File

Filings since 2021-10-19

Form type 13F-HR
File number 028-20314
Filing date 2021-10-19
Reporting date 2021-09-30
File View File

Filings since 2021-08-11

Form type 13F-HR
File number 028-20314
Filing date 2021-08-11
Reporting date 2021-06-30
File View File

Filings since 2021-04-28

Form type 13F-HR
File number 028-20314
Filing date 2021-04-28
Reporting date 2021-03-31
File View File

Filings since 2021-01-12

Form type 13F-HR
File number 028-20314
Filing date 2021-01-12
Reporting date 2020-12-31
File View File

Filings since 2020-10-16

Form type 13F-HR
File number 028-20314
Filing date 2020-10-16
Reporting date 2020-09-30
File View File

Filings since 2020-08-11

Form type 13F-HR
File number 028-20314
Filing date 2020-08-11
Reporting date 2020-06-30
File View File

Filings since 2020-08-11

Form type 13F-HR
File number 028-20315
Filing date 2020-08-11
Reporting date 2020-03-31
File View File

Filings since 2020-08-11

Form type 13F-HR
File number 028-20314
Filing date 2020-08-11
Reporting date 2019-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BLUESTEM FINANCIAL ADVISORS, LLC 401(K) PLAN 2022 452496793 2023-05-11 BLUESTEM FINANCIAL ADVISORS, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 2173520000
Plan sponsor’s address 1809 WOODFIELD DRIVE, SUITE A, SAVOY, IL, 61874
BLUESTEM FINANCIAL ADVISORS, LLC 401(K) PLAN 2022 452496793 2023-06-09 BLUESTEM FINANCIAL ADVISORS, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 2173520000
Plan sponsor’s address 1809 WOODFIELD DRIVE, SUITE A, SAVOY, IL, 61874
BLUESTEM FINANCIAL ADVISORS, LLC 401(K) PLAN 2021 452496793 2022-07-28 BLUESTEM FINANCIAL ADVISORS, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 2173520000
Plan sponsor’s address 1809 WOODFIELD DRIVE, SUITE A, SAVOY, IL, 61874

Signature of

Role Plan administrator
Date 2022-07-28
Name of individual signing JOSH CUTLER
Valid signature Filed with authorized/valid electronic signature
BLUESTEM FINANCIAL ADVISORS, LLC 401(K) PLAN 2020 452496793 2021-07-16 BLUESTEM FINANCIAL ADVISORS, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 2173520000
Plan sponsor’s address 1802 FOX DRIVE, SUITE A, CHAMPAIGN, IL, 61820

Signature of

Role Plan administrator
Date 2021-07-16
Name of individual signing JOSH CUTLER
Valid signature Filed with authorized/valid electronic signature
BLUESTEM FINANCIAL ADVISORS, LLC 401(K) PLAN 2019 452496793 2020-07-08 BLUESTEM FINANCIAL ADVISORS, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 2173520000
Plan sponsor’s address 1802 FOX DRIVE, SUITE A, CHAMPAIGN, IL, 61820

Signature of

Role Plan administrator
Date 2020-07-08
Name of individual signing JACOB KUEBLER
Valid signature Filed with authorized/valid electronic signature
BLUESTEM FINANCIAL ADVISORS, LLC 401(K) PLAN 2018 452496793 2019-09-06 BLUESTEM FINANCIAL ADVISORS, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 2173520000
Plan sponsor’s address 1802 FOX DRIVE, SUITE A, CHAMPAIGN, IL, 61820

Signature of

Role Plan administrator
Date 2019-09-06
Name of individual signing JACOB KUEBLER
Valid signature Filed with authorized/valid electronic signature
BLUESTEM FINANCIAL ADVISORS, LLC 401(K) PLAN 2017 452496793 2018-07-09 BLUESTEM FINANCIAL ADVISORS, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 2173520000
Plan sponsor’s address 1802 FOX DRIVE, SUITE A, CHAMPAIGN, IL, 61820

Signature of

Role Plan administrator
Date 2018-07-09
Name of individual signing JACOB KUEBLER
Valid signature Filed with authorized/valid electronic signature
BLUESTEM FINANCIAL ADVISORS, LLC 401(K) PLAN 2016 452496793 2017-07-17 BLUESTEM FINANCIAL ADVISORS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 2173520000
Plan sponsor’s address 1802 FOX DRIVE, SUITE A, CHAMPAIGN, IL, 61820

Signature of

Role Plan administrator
Date 2017-07-17
Name of individual signing JACOB KUEBLER
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
JACOB D. KUEBLER, 180 WOODFIELD DR. STE A, SAVOY, 61874 Agent 2023-05-15

Manager

Name and Address Role Appointment Date
KUEBLER, JACOB, 1809 WOODFIELD DRIVE, SUITE A, SAVOY, IL, 61874 Manager 2023-04-24

Date of last update: 23 Dec 2024

Sources: Illinois Office of the Secretary of State