# BIRCHWOOD FINANCIAL PARTNERS, INC.

BIRCHWOOD FINANCIAL PARTNERS, INC. of BLOOMINGTON, MN is an SEC-registered investment adviser.

## Registration

- CRD: 169962
- Type: SEC-registered investment adviser
- SEC file number: 801-79443
- Location: 5601 GREEN VALLEY DR., SUITE 600, BLOOMINGTON, MN, 55437
- Phone: 952-885-9088
- Latest filing: 2026-03-04
- Regulatory AUM: $853.2M
- Discretionary AUM: $830.3M
- Non-discretionary AUM: $22.9M
- Clients: 15
- Accounts: 1,742

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (16)

| Name | Role | Location |
| --- | --- | --- |
| Dana Marie Brewer | OWNER/CEO/PRESIDENT | Edina, MN |
| Mary Bridget Miller Handke | OWNER/COO | — |
| Damian John Winther | OWNER/CFO | — |
| Stephen Boyd Dixon | OWNER/CIO | — |
| Rachel Olivia Infante | OWNER/SECRETARY | — |
| Jill Renee Vilkama | CHIEF COMPLIANCE OFFICER | — |
| Kimberly Ann Andrews | OWNER/ INVESTMENT ADVISOR REPRESENTATIVE | — |
| Kimberly Andrews | OWNER/ INVESTMENT ADVISOR REPRESENTATIVE | — |
| BREWER DANA MARIE | OWNER; OWNER/CEO/PRESIDENT | — |
| KRAMER KAY ELLEN | OWNER | — |
| HANDKE MARY BRIDGET MILLER | OWNER; OWNER/COO | — |
| WINTHER DAMIAN JOHN | OWNER; OWNER/CFO | — |
| DIXON STEPHEN BOYD | OWNER; OWNER/CIO | — |
| JOHNSON ELLEN MARIE WHITE | CHIEF COMPLIANCE OFFICER | — |
| INFANTE RACHEL OLIVIA | OWNER; OWNER/SECRETARY | — |
| Vilkama Jill Renee | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/169962/brochure
- Similar advisers: https://search.stillhousedata.com/firm/169962/similar
- Related entities: https://search.stillhousedata.com/firm/169962/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/169962

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.