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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BIRCHWOOD FINANCIAL PARTNERS, INC.

CRD 169962

BLOOMINGTON, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:45e884b0-111e-4e81-4cd7-67387878eb76

Data as of Mar 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 4
On other graphs: 0
Observed: Mar 20, 2014 to Mar 4, 2026
42 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $853MItem 5.F on the latest filing (2026-03-04); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $830M
Private client RAUM: $846MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 9
RAUM per advisor: $94.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 15
Advisory employees: 10
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,742
Individual clients: 319
High net worth clients: 440
Custody, client assets: $312M
SEC number: 801-79443
CRD: 169962
Filings on the tape: 42
First filed: Mar 20, 2014
Latest filed: Mar 4, 2026
Organised: Corporation, MN

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DANA MARIE BREWER	Certified Financial Planner	BLOOMINGTON, MN	12	28	2	no
DAMIAN JOHN WINTHER	Certified Financial Planner	BLOOMINGTON, MN	12	21	1	no
MARY BRIDGET MILLER HANDKE	Certified Financial Planner	BLOOMINGTON, MN	12	21	1	no
STEPHEN BOYD DIXON	Chartered Financial Analyst	BLOOMINGTON, MN	12	18	1	no
RACHEL OLIVIA INFANTE	Certified Financial Planner	BLOOMINGTON, MN	7	18	2	no
Jill Renee Vilkama	n/a	BLOOMINGTON, MN	5	12	n/a	no
KIMBERLY ANN ANDREWS	Certified Financial Planner	BLOOMINGTON, MN	5	13	n/a	no
Brayden Kelly	Certified Financial Planner	BLOOMINGTON, MN	2	12	3	no
Kayla Rochelle Berceau	Certified Financial Planner	BLOOMINGTON, MN	1	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BREWER, DANA, MARIE	OWNER/CEO/PRESIDENT	C	yes	01/2000	Mar 20, 2014	Sep 25, 2024
DIXON, STEPHEN, BOYD	OWNER/CIO	B	yes	12/2010	Mar 20, 2014	Sep 25, 2024
HANDKE, MARY BRIDGET, MILLER	OWNER/COO	B	yes	12/2010	Mar 20, 2014	Sep 25, 2024
INFANTE, RACHEL, OLIVIA	OWNER/SECRETARY	B	yes	01/2020	Mar 26, 2020	Sep 25, 2024
Vilkama, Jill, Renee	CHIEF COMPLIANCE OFFICER	Na	yes	02/2021	Mar 10, 2021	Sep 25, 2024
WINTHER, DAMIAN, JOHN	OWNER/CFO	B	yes	12/2010	Mar 20, 2014	Sep 25, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 12 of 13

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 4, 2026	$853M	$830M	15	10	0	n/a	n/a
2024	Mar 19, 2025	$747M	$726M	15	10	0	n/a	n/a
2023	Feb 28, 2024	$600M	$580M	13	8	0	n/a	n/a
2022	Feb 20, 2023	$519M	$500M	13	8	0	n/a	n/a
2021	Feb 28, 2022	$584M	$562M	13	8	0	n/a	n/a
2020	Mar 10, 2021	$507M	$487M	9	9	0	n/a	n/a
2019	Mar 26, 2020	$446M	$427M	9	9	0	n/a	n/a
2018	Mar 29, 2019	$370M	$349M	9	9	0	n/a	n/a
2017	Mar 29, 2018	$374M	$360M	8	8	0	n/a	n/a
2016	Mar 31, 2017	$315M	$305M	8	8	n/a	n/a	n/a
2015	Mar 10, 2016	$287M	$276M	8	8	n/a	n/a	n/a
2014	Feb 25, 2015	$287M	$274M	7	7	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$853M	$747M	14.3%	$519M	18.0%	15	15	0	0

Relationships

Registered with (10)

← Kayla Rochelle BerceauAdvisorregistration: current employment
Jan 16, 2025 to presentfactForm ADV
← Brayden KellyAdvisorregistration: current employment
Jul 1, 2024 to presentfactForm ADV
← KIMBERLY ANN ANDREWSAdvisorregistration: current employment
Mar 19, 2021 to presentfactForm ADV
← Jill Renee VilkamaAdvisorregistration: current employment
Mar 10, 2021 to presentfactForm ADV
← RACHEL OLIVIA INFANTEAdvisorregistration: current employment
Oct 31, 2018 to presentfactForm ADV
← DANA MARIE BREWERAdvisorregistration: current employment
Apr 1, 2014 to presentfactForm ADV
← DAMIAN JOHN WINTHERAdvisorregistration: current employment
Apr 1, 2014 to presentfactForm ADV
← MARY BRIDGET MILLER HANDKEAdvisorregistration: current employment
Apr 1, 2014 to presentfactForm ADV
← STEPHEN BOYD DIXONAdvisorregistration: current employment
Apr 1, 2014 to presentfactForm ADV
← Stacey Marie NelsonAdvisorregistration: previous registration
Mar 9, 2016 to May 18, 2020factForm ADV

Controls (6)

← BREWER, DANA, MARIEOwnerOWNER/CEO/PRESIDENT, ownership code C, individual
Mar 20, 2014 to Sep 25, 2024factForm ADV
← WINTHER, DAMIAN, JOHNOwnerOWNER/CFO, ownership code B, individual
Mar 20, 2014 to Sep 25, 2024factForm ADV
← HANDKE, MARY BRIDGET, MILLEROwnerOWNER/COO, ownership code B, individual
Mar 20, 2014 to Sep 25, 2024factForm ADV
← DIXON, STEPHEN, BOYDOwnerOWNER/CIO, ownership code B, individual
Mar 20, 2014 to Sep 25, 2024factForm ADV
← INFANTE, RACHEL, OLIVIAOwnerOWNER/SECRETARY, ownership code B, individual
Mar 26, 2020 to Sep 25, 2024factForm ADV
← Vilkama, Jill, ReneeOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 10, 2021 to Sep 25, 2024factForm ADV

Dated events

Occurred
Mar 10, 2021
Control person left
Ellen Kay Kramer (Owner) no longer on Schedule A of Birchwood Financial Partners, Inc. (listed 2020-10-26, absent 2021-03-10)
Form ADVobserved 5 days ago
Occurred
Mar 10, 2021
Control person joined
Renee Jill Vilkama (Chief Compliance Officer) appeared on Schedule A of Birchwood Financial Partners, Inc.
Form ADVobserved 5 days ago
Occurred
Mar 26, 2020
Control person joined
Olivia Rachel Infante (Owner) appeared on Schedule A of Birchwood Financial Partners, Inc.
Form ADVobserved 5 days ago
Occurred
Mar 20, 2014
First Form ADV filing
Klb Financial filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:45e884b0-111e-4e81-4cd7-67387878eb76
First observed: Mar 20, 2014
Last observed: Mar 4, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BIRCHWOOD FINANCIAL PARTNERS, INC.

CRD 169962

BLOOMINGTON, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:45e884b0-111e-4e81-4cd7-67387878eb76

Data as of Mar 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:14 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DANA MARIE BREWER

Certified Financial Planner

BLOOMINGTON, MN

DAMIAN JOHN WINTHER

Certified Financial Planner

BLOOMINGTON, MN

MARY BRIDGET MILLER HANDKE

Certified Financial Planner

BLOOMINGTON, MN

STEPHEN BOYD DIXON

Chartered Financial Analyst

BLOOMINGTON, MN

RACHEL OLIVIA INFANTE

Certified Financial Planner

BLOOMINGTON, MN

Jill Renee Vilkama

n/a

BLOOMINGTON, MN

n/a

KIMBERLY ANN ANDREWS

Certified Financial Planner

BLOOMINGTON, MN

n/a

Brayden Kelly

Certified Financial Planner

BLOOMINGTON, MN

Kayla Rochelle Berceau

Certified Financial Planner

BLOOMINGTON, MN

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BREWER, DANA, MARIE

OWNER/CEO/PRESIDENT

yes

01/2000

Mar 20, 2014

Sep 25, 2024

DIXON, STEPHEN, BOYD

OWNER/CIO

yes

12/2010

Mar 20, 2014

Sep 25, 2024

HANDKE, MARY BRIDGET, MILLER

OWNER/COO

yes

12/2010

Mar 20, 2014

Sep 25, 2024

INFANTE, RACHEL, OLIVIA

OWNER/SECRETARY

yes

01/2020

Mar 26, 2020

Sep 25, 2024

Vilkama, Jill, Renee

CHIEF COMPLIANCE OFFICER

yes

02/2021

Mar 10, 2021

Sep 25, 2024

WINTHER, DAMIAN, JOHN

OWNER/CFO

yes

12/2010

Mar 20, 2014

Sep 25, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 4, 2026

$853M

$830M

n/a

2024

Mar 19, 2025

$747M

$726M

n/a

2023

Feb 28, 2024

$600M

$580M

n/a

2022

Feb 20, 2023

$519M

$500M

n/a

2021

Feb 28, 2022

$584M

$562M

n/a

2020

Mar 10, 2021

$507M

$487M

n/a

2019

Mar 26, 2020

$446M

$427M

n/a

2018

Mar 29, 2019

$370M

$349M

n/a

2017

Mar 29, 2018

$374M

$360M

n/a

2016

Mar 31, 2017

$315M

$305M

n/a

2015

Mar 10, 2016

$287M

$276M

n/a

2014

Feb 25, 2015

$287M

$274M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$853M

$747M

14.3%

$519M

18.0%