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Kayla Rochelle Berceau

Birchwood Financial Partners, Inc.

Bloomington, MN

CRD 8027395

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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 2025-01-16
TX RA APPROVED 2025-01-16
  • MN RA
    APPROVED
    Since 2025-01-16
  • TX RA
    APPROVED
    Since 2025-01-16

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 01/2025 Present
Full Time Student Minneapolis MN 01/2015 12/2018
Birchwood Financial Partners, Inc. Edina MN 02/2022 01/2025
Alternatives For People With Autism Brooklyn Park MN 11/2018 08/2020
Alternatives For People With Autism Brooklyn Park MN 08/2020 11/2020
Lyngblomsten Care Center St. Paul MN 11/2020 02/2022
  • 01/2025 → Present
    Birchwood Financial Partners, Inc.
    Edina, MN
  • 01/2015 → 12/2018
    Full Time Student
    Minneapolis, MN
  • 02/2022 → 01/2025
    Birchwood Financial Partners, Inc.
    Edina, MN
  • 11/2018 → 08/2020
    Alternatives For People With Autism
    Brooklyn Park, MN
  • 08/2020 → 11/2020
    Alternatives For People With Autism
    Brooklyn Park, MN
  • 11/2020 → 02/2022
    Lyngblomsten Care Center
    St. Paul, MN
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

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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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