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Insurance products are offered through the insurance business Bluestem Wealth Management. Bluestem Wealth Management is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Bluestem Wealth Management are not subject to Investment Advisor requirements. 1767495 – 8/23
Insurance products are offered through the insurance business Bluestem Wealth Management. Bluestem Wealth Management is also an
Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser.
AEWM does not offer insurance products. The insurance products offered by Bluestem Wealth Management are not subject to Investment
Advisor requirements.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of
declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any
insurance product. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified
professional for guidance before making any purchasing decisions.
Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams on this website refer only to fixed
insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial
strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender
charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained
from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and
are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial
decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. 1767495 – 8/23
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification
marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S., which it authorizes use of by
individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Form CRS Link:
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