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BIRCHWOOD FINANCIAL PARTNERS, INC.
BIRCHWOOD FINANCIAL PARTNERS, INC.
EDINA, Minnesota
·
8 registered advisors
·
CRD# 169962
SEC# 801-79443
0
952-885-9088
01
Firm Overview
AUM
$717M
Regulatory assets under management
Employees
14
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at BIRCHWOOD FINANCIAL PARTNERS, INC.
8 registered advisors
Damian John Winther
EDINA, Minnesota
CFP
CRD# 4812600
Dana Marie Brewer
EDINA, Minnesota
CFP
CRD# 2955532
Ellen Marie White Johnson
EDINA, Minnesota
CRD# 5189001
Jill Renee Vilkama
EDINA, Minnesota
CRD# 7344306
Kay Ellen Kramer
EDINA, Minnesota
CRD# 1351681
Mary Bridget Miller Handke
EDINA, Minnesota
CFP
CRD# 4895416
Rachel Olivia Infante
EDINA, Minnesota
CFP
CRD# 5545731
Stephen Boyd Dixon
EDINA, Minnesota
CFA
CRD# 5455240
05
Office Locations
EDINA, Minnesota
8 advisors
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Data sourced from SEC Form ADV filings. BIRCHWOOD FINANCIAL PARTNERS, INC. (CRD# 169962) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.