About Bluestem Financial Advisors, LLC
<p>Retirement-plan work tied to university benefits is a Bluestem Financial Advisors specialty, including coordination with Illinois’ State Universities Retirement System (SURS). The firm is headquartered in Savoy in the Champaign–Urbana metro area.</p> <p>Founded in 2019, Bluestem Financial Advisors, LLC is a fee-only, SEC-registered investment advisor. The firm provides financial planning and portfolio management for individuals, including high-net-worth clients, and works as a fiduciary with a transparent fee-only structure.</p> <p>As of 2026, Bluestem reports $0.3B in assets under management and a team of about 7–8 financial advisors. For employer plans, Bluestem offers <a href="/retirement-plans">retirement plan providers</a> services in a 3(21) co-fiduciary advisor role, assisting plan sponsors with investment due diligence and ongoing monitoring.</p> <p>The “Bluestem” name is a nod to native Illinois prairie grasses and the firm’s planning-first approach: building deep financial roots with coordinated advice that fits clients’ real-world decisions.</p> <ul> <li>3(21) retirement plan co-fiduciary investment advisory services</li> <li>Fee-only financial planning (retirement, college savings, cash-flow planning)</li> <li>Portfolio management</li> <li>Planning support around major life changes and tax considerations</li> <li>University benefit and SURS coordination</li> </ul>
Website: https://www.bluestemfa.com/
Founded: 2019
Office Locations
- Savoy, IL (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $325.5M
Team Members
- Jacob Kuebler, Senior Financial Advisor and Managing Partner
- Marybess Gordon, Director of Client Services and Operations
- Rodney Camper, Associate Financial Advisor, CERTIFIED FINANCIAL PLANNER™
- Josh Cutler, Lead Advisor, CERTIFIED FINANCIAL PLANNER™, NAPFA Registered Financial Advisor
- Joe Miebach, Financial Planner, CERTIFIED FINANCIAL PLANNER™
- Karen Folk, Emeritus Advisor
- Nick Vogel, Associate Financial Advisor, CERTIFIED FINANCIAL PLANNER™, CPA
- Julie Mcclure, Client Services Associate