Unclaimed Profile

Dana Marie Brewer

BIRCHWOOD FINANCIAL PARTNERS, INC.·EDINA, Minnesota

Series 7, Series 63CFPClean record19 years registeredBIRCHWOOD FINANCIAL PARTNERS, INC.

3300 EDINBOROUGH WAY, EDINA, MN 55435CRD# 2955532Firm CRD# 169962

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Dana Marie Brewer · EDINA, MN

Registration

CRD #2955532 · BIRCHWOOD FINANCIAL PARTNERS, INC. · 19 years registered

Brand Profile

Not yet started

Career History

BIRCHWOOD FINANCIAL PARTNERS, INC.

Apr 2014 – present

ADVISORNET WEALTH MANAGEMENT

Nov 2012 – Aug 2014

EDINA, MN

FINANCIAL NETWORK INVESTMENT CORPORATION

Jun 2007 – Dec 2012

EDINA, MN

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · June 18, 2007

Years registered · 19

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BIRCHWOOD FINANCIAL PARTNERS, INC.

CRD 169962 · SEC 801-79443

AUM

$717M

Regulatory assets under management

Employees

1,634 client accounts

Services offered by BIRCHWOOD FINANCIAL PARTNERS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BIRCHWOOD FINANCIAL PARTNERS, INC. →

Introduction

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Frequently Asked Questions

What services does Dana Marie Brewer offer?

Dana Marie Brewer specializes in Financial Planning, Investment Management. Contact their office in EDINA, Minnesota for a consultation.

What are Dana Marie Brewer's credentials?

Dana Marie Brewer holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Dana Marie Brewer located?

Dana Marie Brewer is based in EDINA, Minnesota, working with BIRCHWOOD FINANCIAL PARTNERS, INC.. Their office serves clients in the EDINA metropolitan area and surrounding communities.

How does Dana Marie Brewer charge for services?

Dana Marie Brewer's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BIRCHWOOD FINANCIAL PARTNERS, INC.?

BIRCHWOOD FINANCIAL PARTNERS, INC. has approximately 14 employees and manages $717M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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