Unclaimed Profile

Stephen Boyd Dixon

BIRCHWOOD FINANCIAL PARTNERS, INC.·EDINA, Minnesota

Series 7, Series 63CFAClean record13 years registeredBIRCHWOOD FINANCIAL PARTNERS, INC.

3300 EDINBOROUGH WAY, EDINA, MN 55435CRD# 5455240Firm CRD# 169962

Profile Verification

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

Identity

Stephen Boyd Dixon · EDINA, MN

Registration

CRD #5455240 · BIRCHWOOD FINANCIAL PARTNERS, INC. · 13 years registered

Brand Profile

Not yet started

Career History

BIRCHWOOD FINANCIAL PARTNERS, INC.

Apr 2014 – present

ADVISORNET WEALTH MANAGEMENT

Mar 2013 – Aug 2014

EDINA, MN

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · March 1, 2013

Years registered · 13

Professional designation · CFA

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 Stephen Boyd Dixon offer?

Stephen Boyd Dixon specializes in Financial Planning, Investment Management. Contact their office in EDINA, Minnesota for a consultation.

What are Stephen Boyd Dixon's credentials?

Stephen Boyd Dixon holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Stephen Boyd Dixon located?

Stephen Boyd Dixon 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 Stephen Boyd Dixon charge for services?

Stephen Boyd Dixon'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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