Birchwood Financial Partners, Inc.
Birchwood Financial Partners, Inc. (CRD# 169962) is a financial advisory firm headquartered in Edina, MN. They manage $600,435,722 in 1,445 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management600MILLION
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Total Number of Accounts1,445ACCOUNTS
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Average Account Value$415,526
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, FL, IL, MN, NC, NY, TX, WI
Dana Brewer (CRD# 2955532) is an Investment Advisor Representative working at Birchwood Financial Partners, Inc. in Edina, MN and has over 26 years of experience in the finance industry.
Stephen Dixon (CRD# 5455240) is an Investment Advisor Representative working at Birchwood Financial Partners, Inc. in Edina, MN and has over 15 years of experience in the finance industry.
Mary Bridget Handke (CRD# 4895416) 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.
Rachel Infante (CRD# 5545731) is an Investment Advisor Representative working at Birchwood Financial Partners, Inc. in Edina, MN and has over 8 years of experience in the finance industry.
Damian Winther (CRD# 4812600) is an Investment Advisor Representative working at Birchwood Financial Partners, Inc. in Edina, MN and has over 18 years of experience in the finance industry.
Kimberly Moehring (CRD# 7221822) is an Investment Advisor Representative working at Birchwood Financial Partners, Inc. in Edina, MN and has 1 year of experience in the finance industry.
Jill Vilkama (CRD# 7344306) is an Investment Advisor Representative working at Birchwood Financial Partners, Inc. in Edina, MN and has over 3 years of experience in the finance industry.