Rachel Olivia Infante

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2008 → 07/2017
  Fure Financial Corporation
  Bloomington, MN
• 04/2015 → 07/2017
  Commonwealth Financial Network
  Waltham, MA
• 07/2017 → 09/2018
  Fure Financial Corporation
  Bloomington, MN
• 11/2015 → 07/2017
  Commonwealth Financial Network
  Waltham, MA
• 10/2018 → Present
  Birchwood Financial Partners, Inc.
  Edina, MN
• 02/2021 → Present
  Birchwood Financial Partners, Inc.
  Edina, MN
• 01/2020 → Present
  Birchwood Financial Partners, Inc.
  Edina, MN

Previous Registrations

• 2017-07-06 → 2018-09-27
  Fure Financial Corporation
  Bloomington, MN
• 2015-11-19 → 2017-07-06
  Commonwealth Financial Network
  Bloomington, MN

Exams

• S66 Uniform Combined State Law Examination
  2015-11-17

Designations

• Certified Financial Planner

Other Names

• Rachel Cochran
• Rachel Cochran
• Rachel Infante