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Kayla Rochelle Berceau

Birchwood Financial Partners, Inc.

Bloomington, MN

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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

View on SEC IAPD

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Other Investors

CARL ROBERT LYMANGOOD
CAMIE MOEN QUIGLEY
DEANNA KAY RENS
BIXBY TYLER GILBERTSON
CADE JOHNSON
THOMAS HARWELL JENKINS
BREANNA RUTH JENSEN
BRIDGET ELLEN WILTSE

Other Offices

PETROS FAMILY WEALTH, LLC · BLOOMINGTON, MN
JNBA FINANCIAL ADVISORS, LLC · BLOOMINGTON, MN
DEVENIR INVESTMENT ADVISORS, LLC · BLOOMINGTON, MN
REDHAWK WEALTH ADVISORS, INC. · MINNEAPOLIS, MN
WELLS FARGO CLEARING SERVICES, LLC · BLOOMINGTON, MN
UBS FINANCIAL SERVICES INC. · BLOOMINGTON, MN
ELEVATION POINT WEALTH PARTNERS, LLC · Minneapolis, MN
OSAIC WEALTH, INC. · BLOOMINGTON, MN

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