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Our financial advice team


Jason Dreger

Jason Dreger

CRPC®, APMA®

Financial Advisor

Chartered Retirement Planning CounselorSM
BlueStem Wealth Partners
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 2 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Saving for Education
  • Retirement Plan Distribution
  • Family Finances
  • Estate Planning Strategies

Interests

  • Spending time with my family.
  • Community involvement.
  • Coaching youth athletics.
  • Hunting and fishing.

Community participation

  • Delano Volunteer Fire Department
  • Delano Area Dollars for Scholars, Committee Member
  • Mount Olive Lutheran Church Board for Child Discipleship
  • Mount Olive Lutheran Church Building Finance Committee
  • Delano Youth Sports, Coach
  • Delano Senior Center Advisory Committee

Awards & recognition

  • Five Star Wealth Manager, 2012-2013, 2015-2021

Qualifications

  • Chartered Retirement Planning Counselor
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Bachelor of Business Administration - Finance and Economics
  • From University of Minnesota Duluth - Duluth, MN - 1994
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