# Bluestem Financial Advisors, LLC
Source: https://planprovider.pro/provider/bluestem-financial-advisors-llc

> Retirement-plan work tied to university benefits is a Bluestem Financial Advisors specialty, including coordination with Illinois’ State Universities Retirem…

Retirement Plan Advisor

Savoy, IL

## 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/](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

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