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Dana Marie Brewer

Birchwood Financial Partners, Inc.

Bloomington, MN

CRD 2955532

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Employer firm

Birchwood Financial Partners, Inc. CRD 169962

$853M regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Birchwood Financial Partners, Inc.

5601 Green Valley Dr. Suite 600, Bloomington, MN 55437 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-10-31
MN RA APPROVED 2014-04-01
  • TX RA
    APPROVED
    Since 2018-10-31
  • MN RA
    APPROVED
    Since 2014-04-01

Branch Locations

5601 Green Valley Dr. Suite 600, Bloomington, MN 55437 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Birchwood Financial Partners, Inc. Edina MN 03/2014 Present
Birchwood Financial Partners, Inc. Edina MN 02/2021 Present
Birchwood Financial Partners, Inc. Edina MN 12/2014 Present
Previous Registrations
  • 2012-11-21 → 2014-08-15
    Edina, MN
    Minnetonka, MN
  • 2007-06-18 → 2012-12-31
    Cetera Wealth Services, Llc
    Edina, MN
    Edina, MN
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-02-02
  • S63 Uniform Securities Agent State Law Examination
    1998-02-02
Designations
  • Certified Financial Planner
Other Names
  • Dana Marie Comstock

View on SEC IAPD

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