Bird Wealth Management
Bird Wealth Management (CRD# 115084) is a financial advisory firm headquartered in Eden Prairie, MN. They manage $30,299,365 in 70 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management30MILLION
Total Number of Accounts70ACCOUNTS
Average Account Value$432,848
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Thomas Bird (CRD# 4310629) is an Investment Advisor Representative working at Bird Wealth Management in Eden Prairie, MN and has over 17 years of experience in the finance industry.
Catherine Shreves (CRD# 5888646) is an Investment Advisor Representative working at Bird Wealth Management in Eden Prairie, MN and has 1 year of experience in the finance industry. Catherine Shreves 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.