Unclaimed Profile

Kay Ellen Kramer

BIRCHWOOD FINANCIAL PARTNERS, INC.·EDINA, Minnesota

Series 7, Series 24, Series 51, Series 63Clean record19 years registeredBIRCHWOOD FINANCIAL PARTNERS, INC.

3300 EDINBOROUGH WAY, EDINA, MN 55435CRD# 1351681Firm CRD# 169962

Profile Verification

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

Identity

Kay Ellen Kramer · EDINA, MN

Registration

CRD #1351681 · BIRCHWOOD FINANCIAL PARTNERS, INC. · 19 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 – Dec 2021

EDINA, MN

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 24

Series 51

Series 63

Registration record

First registered · June 18, 2007

Years registered · 19

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 Kay Ellen Kramer offer?

Kay Ellen Kramer specializes in Financial Planning, Investment Management.

What are Kay Ellen Kramer's credentials?

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

Where is Kay Ellen Kramer located?

Kay Ellen Kramer is based in EDINA, Minnesota, last registered with BIRCHWOOD FINANCIAL PARTNERS, INC..

How does Kay Ellen Kramer charge for services?

Kay Ellen Kramer'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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