Unclaimed Profile

Ellen Marie White Johnson

BIRCHWOOD FINANCIAL PARTNERS, INC.·EDINA, Minnesota

Series 7, Series 24, Series 53, Series 63, Series 66Clean record12 years registeredBIRCHWOOD FINANCIAL PARTNERS, INC.

3300 EDINBOROUGH WAY, EDINA, MN 55435CRD# 5189001Firm CRD# 169962

Profile Verification

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

Identity

Ellen Marie White Johnson · EDINA, MN

Registration

CRD #5189001 · BIRCHWOOD FINANCIAL PARTNERS, INC. · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BIRCHWOOD FINANCIAL PARTNERS, INC.

BIRCHWOOD FINANCIAL PARTNERS, INC.

Apr 2014 – Mar 2021

EDINA, MN

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 53

Series 63

Series 66

Registration record

First registered · April 1, 2014

Years registered · 12

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

Speak with Ellen

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Ellen is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in EDINA?

Browse all registered financial advisors in EDINA, Minnesota or claim this profile if it's yours.

Browse EDINA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Ellen Marie White Johnson offer?

Ellen Marie White Johnson specializes in Financial Planning, Investment Management.

What are Ellen Marie White Johnson's credentials?

Ellen Marie White Johnson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ellen Marie White Johnson located?

Ellen Marie White Johnson is based in EDINA, Minnesota, last registered with BIRCHWOOD FINANCIAL PARTNERS, INC..

How does Ellen Marie White Johnson charge for services?

Ellen Marie White Johnson'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →