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Kimberly Ann Andrews

Birchwood Financial Partners, Inc.

Bloomington, MN

CRD 7221822

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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
MN RA APPROVED 2021-03-19
TX RA APPROVED 2021-03-19
  • MN RA
    APPROVED
    Since 2021-03-19
  • TX RA
    APPROVED
    Since 2021-03-19

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 03/2021 Present
Boulay Financial Advisors, Llc Eden Prairie MN 01/2020 02/2021
Birchwood Financial Partners, Inc. Edina MN 04/2013 01/2020
Designations
  • Certified Financial Planner
Other Names
  • Kimberly Moehring
  • Kimberly Andrews

View on SEC IAPD

Nearby Firms

PETROS FAMILY WEALTH, LLC
JNBA FINANCIAL ADVISORS, LLC
DEVENIR INVESTMENT ADVISORS, LLC

Nearby Investors

CARL ROBERT LYMANGOOD
CAMIE MOEN QUIGLEY
DEANNA KAY RENS

Nearby Offices

PETROS FAMILY WEALTH, LLC · BLOOMINGTON, MN
JNBA FINANCIAL ADVISORS, LLC · BLOOMINGTON, MN
DEVENIR INVESTMENT ADVISORS, LLC · BLOOMINGTON, MN

More in Bloomington, MN

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