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Jill Renee Vilkama

Birchwood Financial Partners, Inc.

Bloomington, MN

CRD 7344306

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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 2021-03-10
TX RA APPROVED 2021-03-10
  • MN RA
    APPROVED
    Since 2021-03-10
  • TX RA
    APPROVED
    Since 2021-03-10

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
Birchwood Financial Partners, Inc. Edina MN 11/2020 02/2021
Fure Financial Bloomington MN 12/2018 10/2020
Cahill Financial Advisors Edina MN 03/2014 10/2018
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-02-01
  • S65 Uniform Investment Adviser Law Examination
    2021-02-01
Other Names
  • Jill Harvey

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

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