Bird Wealth Management

Bird Wealth Management (CRD# 115084) is a financial advisory firm headquartered in Eden Prairie, MN. They manage $25,625,424 in 73 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    73
    ACCOUNTS
  • Average Account Value
    $351,033
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
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.

CA, MN

Financial Advisors at Bird Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Thomas L. Bird
CRD#: 4310629
11840 Valley View Road, Eden Prairie, MN 55344
93
Wealthminder
score

Thomas Bird (CRD# 4310629) is an Investment Advisor Representative working at Bird Wealth Management in Eden Prairie, MN and has over 15 years of experience in the finance industry.

2
Catherine E. Shreves
CRD#: 5888646
11840 Valley View Road, Eden Prairie, MN 55344
90
Wealthminder
score

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.