Brayden Kelly

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

• 05/2019 → 08/2019
  Ameriprise Financial Services, Inc.
  Minneapolis, MN
• 06/2020 → 08/2021
  Ameriprise Financial Services, Llc
  Edina, MN
• 06/2014 → 05/2020
  Fulltime Student
  Omaha, NE
• 09/2021 → 11/2023
  Fsc Securities Corporation
  Minneapolis, MN
• 11/2023 → 06/2024
  Osaic Wealth, Inc.
  Minneapolis, MN
• 07/2024 → Present
  Birchwood Financial Partners, Inc.
  Edina, MN

Previous Registrations

• 2023-11-03 → 2024-07-11
  Osaic Wealth, Inc.
  Minneapolis, MN
• 2021-09-02 → 2023-11-03
  Fsc Securities Corporation
  Minneapolis, MN
• 2020-07-15 → 2021-08-31
  Ameriprise Financial Services, Llc
  Edina, MN

Exams

• S66 Uniform Combined State Law Examination
  2020-06-27

Designations

• Certified Financial Planner

Other Names

• Brayden Paul Kelly