Birchwood Financial Partners, Inc.

Birchwood Financial Partners, Inc. (CRD# 169962) is a financial advisory firm headquartered in Edina, MN. They manage $287,259,569 in 1,244 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    287
    MILLION
  • Total Number of Accounts
    1,244
    ACCOUNTS
  • Average Account Value
    $230,916
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, IA, IL, MN, TX, WI

Financial Advisors at Birchwood Financial Partners, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Dana M. Brewer
CRD#: 2955532
3300 Edinborough Way, Suite 610, Edina, MN 55435
96
Wealthminder
score

Dana Brewer (CRD# 2955532) is an Investment Advisor Representative working at Birchwood Financial Partners, Inc. in Edina, MN and has over 19 years of experience in the finance industry. Dana Brewer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Stephen B. Dixon
CRD#: 5455240
3300 Edinborough Way, Suite 610, Edina, MN 55435
96
Wealthminder
score

Stephen Dixon (CRD# 5455240) is an Investment Advisor Representative working at Birchwood Financial Partners, Inc. in Edina, MN and has over 9 years of experience in the finance industry.

3
Mary Bridget M. Handke
CRD#: 4895416
3300 Edinborough Way, Suite 610, Edina, MN 55435
96
Wealthminder
score

Mary Bridget Handke (CRD# 4895416) is an Investment Advisor Representative working at Birchwood Financial Partners, Inc. in Edina, MN and has over 12 years of experience in the finance industry. Mary Bridget Handke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Kay E. Kramer
CRD#: 1351681
3300 Edinborough Way, Suite 610, Edina, MN 55435
96
Wealthminder
score

Kay Kramer (CRD# 1351681) is an Investment Advisor Representative working at Birchwood Financial Partners, Inc. in Edina, MN and has over 32 years of experience in the finance industry. Kay Kramer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Stacey M. Nelson
CRD#: 4607050
3300 Edinborough Way, Suite 610, Edina, MN 55435
96
Wealthminder
score

Stacey Nelson (CRD# 4607050) is an Investment Advisor Representative working at Birchwood Financial Partners, Inc. in Edina, MN and has over 13 years of experience in the finance industry. Stacey Nelson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Damian J. Winther
CRD#: 4812600
3300 Edinborough Way, Suite 610, Edina, MN 55435
96
Wealthminder
score

Damian Winther (CRD# 4812600) is an Investment Advisor Representative working at Birchwood Financial Partners, Inc. in Edina, MN and has over 12 years of experience in the finance industry. Damian Winther has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Ellen M. Johnson
CRD#: 5189001
3300 Edinborough Way, Suite 610, Edina, MN 55435
93
Wealthminder
score

Ellen Johnson (CRD# 5189001) is an Investment Advisor Representative working at Birchwood Financial Partners, Inc. in Edina, MN and has over 9 years of experience in the finance industry.

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