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Rachael Van Gorkom

Advisor at BlueStem Wealth Partners, LLC

Updated today

Location

Litchfield, MN 55355

Credentials

Series 65

Industry experience

4 years

About

Rachael Van Gorkom is a financial advisor at BlueStem Wealth Partners, LLC with four years of industry experience. She holds a Series 65 designation and has previously worked at Ameriprise Financial Services, LLC and Riverside Church. BlueStem Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, family offices, trusts, private foundations, and qualified retirement plans. The firm uses fundamental analysis to build long-term portfolios tailored to clients’ financial situations, tax considerations, and risk tolerance, offering both discretionary and non-discretionary management.

Client services

Based on BlueStem Wealth Partners, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on BlueStem Wealth Partners, LLC

College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting General tax planning Wealth management

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Fee options

Commissions

Certain personnel licensed as insurance agents earn commissions for selling insurance products, separate from advisory fees

Other

Fee-only: Fixed fee for financial planning services ranging from $300 to $20,000 depending on complexity

Location

703 East Ripley Street

Litchfield, MN 55355

Most active in

Minnesota

Work history

BlueStem Wealth Partners

2023 - Present (3 years)

Ameriprise

2022 - 2023 (1 year)

Riverside Church

2017 - 2022 (5 years)

N/a

2014 - 2017 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jessica E

Series 66

Litchfield, MN

Thrivent Investment Management

Jessica Erickson is a financial advisor with Thrivent Investment Management in Litchfield, MN. She holds a Series 66 designation and has four years of industry experience. Prior to her current role at Thrivent, she worked at Central Minnesota Credit Union and has experience in property management and retail. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers goal-based planning focused on a broad range of topics and allows clients to combine planning with managed-account services through its WealthPlan program, while maintaining separate planning and portfolio management functions.

Business ownership considerations
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Paul W

ChFC®, Series 63, Series 66

Litchfield, MN

Thrivent Investment Management

Paul White is a financial advisor with Thrivent Investment Management in Litchfield, MN, holding the ChFC® designation and Series 63 and 66 licenses. He has 26 years of industry experience, including 24 years at Thrivent Investment Management and Thrivent Financial for Lutherans. Outside of his advisory role, he owns and operates White's Pure Honey, producing and selling honey locally, and holds a passive ownership stake in Island Pine Golf Course. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering goal-based financial planning that covers a broad range of topics without including implementation. The firm offers planning combined with managed-account services under a consolidated billing option while maintaining separation of these services.

Business ownership considerations
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James E

Series 63, Series 65

Litchfield, MN

LPL Enterprise

James Ellingson is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and possessing 27 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, Ellingson coaches sports and fitness and serves on the boards of the Golden Fleece Masonic Lodge #89 and the Star Lake Association, both nonprofit organizations. LPL Enterprise provides advisory services to a diverse client base including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, with a focus on model-based discretionary investment implementation.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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James D

Series 63

Litchfield, MN

LPL Financial

James Danner is a financial advisor with LPL Financial in Litchfield, MN, holding a Series 63 designation and 27 years of industry experience. He previously worked at Voya Financial Advisors, INC. for five years before joining LPL Financial in 2019. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Nicholas L

Series 63, Series 66

Litchfield, MN

OSAIC

Nicholas Loehlein is a financial advisor with Osaic Wealth, Inc. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. Prior to joining Osaic in 2024, he worked at Securities America Advisors and Securities America Inc. Loehlein also maintains a life insurance sales position, focusing on fixed and equity index annuities as well as fixed and universal life insurance products. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm employs a structured investment process combining risk-tolerance assessments with asset allocation and portfolio optimization tools, offering both discretionary and non-discretionary account management across a broad range of investment products.

Annuities Founder/Business Owner Executive Retired
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Kyle K

Series 66

Litchfield, MN

Thrivent Investment Management

Kyle Kalkbrenner is a financial advisor with Thrivent Investment Management in Litchfield, MN. He holds the Series 66 designation and has 13 years of industry experience. His prior work includes roles at Allstate Insurance Company and State Farm VP Management Corp. Thrivent Investment Management provides Dedicated Planning Services for individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial plans without discretionary trading authority. The firm combines planning with managed-account options under a consolidated billing system while maintaining a focus on ongoing plan reviews and client engagement.

Business ownership considerations
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