Unclaimed Profile

Jill Renee Vilkama

BIRCHWOOD FINANCIAL PARTNERS, INC.·EDINA, Minnesota

Series 65Clean record5 years registeredBIRCHWOOD FINANCIAL PARTNERS, INC.

3300 EDINBOROUGH WAY, EDINA, MN 55435CRD# 7344306Firm CRD# 169962

Profile Verification

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

Identity

Jill Renee Vilkama · EDINA, MN

Registration

CRD #7344306 · BIRCHWOOD FINANCIAL PARTNERS, INC. · 5 years registered

Brand Profile

Not yet started

Career History

BIRCHWOOD FINANCIAL PARTNERS, INC.

Mar 2021 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 10, 2021

Years registered · 5

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 Jill Renee Vilkama offer?

Jill Renee Vilkama specializes in Financial Planning, Investment Management. Contact their office in EDINA, Minnesota for a consultation.

What are Jill Renee Vilkama's credentials?

Jill Renee Vilkama is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jill Renee Vilkama located?

Jill Renee Vilkama 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 Jill Renee Vilkama charge for services?

Jill Renee Vilkama'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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