Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Birchwood Financial Partners, Inc. financial advisors in Bloomington, MN

Every SEC-registered investment adviser representative at a Birchwood Financial Partners, Inc. office in Bloomington, A to Z.

The short answer

8 registered advisors work at Birchwood Financial Partners, Inc. in Bloomington, out of 8 at the firm nationwide; it ranks number 18 in the city by advisors. 6 list the CFP designation and 0 are also registered broker representatives.

Birchwood Financial Partners, Inc. advisors in Bloomington, A to Z

Every Birchwood Financial Partners, Inc. advisor →

Birchwood Financial Partners, Inc. advisors in every city and state →Birchwood Financial Partners, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Bloomington

All Bloomington advisors →

Wells Fargo Clearing Services, LLC 61Morgan Stanley 43LPL Financial LLC 41UBS Financial Services Inc. 33Jnba Financial Advisors, LLC 28Merrill Lynch, Pierce, Fenner & Smith Incorporated 21Creative Planning 16Northwestern Mutual Investment Services, LLC 15Ameriprise Financial Services, LLC 13Edward Jones 13Mariner 13Boyum Wealth Architects LLC 11

Questions

How many financial advisors does Birchwood Financial Partners, Inc. have in Bloomington?

8 investment adviser representatives are registered at Birchwood Financial Partners, Inc. offices in Bloomington, Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 8 nationwide. 6 list the CFP designation and 0 are also registered as broker representatives.

Is Birchwood Financial Partners, Inc. one of the largest advisor employers in Bloomington?

Birchwood Financial Partners, Inc. ranks number 18 in Bloomington by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 61.

How do I check a Birchwood Financial Partners, Inc. advisor in Bloomington?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Birchwood Financial Partners, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.