Dana M. Brewer
BIRCHWOOD FINANCIAL PARTNERS
BLOOMINGTON, MN 55437
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CRD#: 2955532
Professional summary
Dana Marie Brewer, CFP®, who also goes by Dana Marie Comstock, is a registered financial advisor currently at BIRCHWOOD FINANCIAL PARTNERS, INC. located in Bloomington, Minnesota.
Dana is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Dana has worked at 3 firms and has passed the Series 63 and Series 7 exams.
Biography
Dana Brewer is a tireless advocate for Birchwood clients and employees. Working collaboratively with the Birchwood team allows each team member to excel at what they love to do, while creating a “sum is greater than the parts” benefit for each client.
After her search for a personal financial planner proved unsuccessful, Dana decided to pursue her degree in finance so she could manage her family’s finances. It wasn’t long before she fell in love with finance, and in 1992 she joined what was then Kramer Lothrop Financial Services. She helped grow our firm from a small three-person office into a 13-person wealth management firm. In 2000, she became an owner of the firm.
Due to her own quest for knowledge, Dana always makes sure that clients can attain the level of knowledge they need to accomplish what’s most important to them. Whether you want to know every detail about your investments and the markets or just enough to have a smart conversation about where you stand, Dana creates an environment at Birchwood where the most important information rises to the top and clients can always ask any question and get the answers they’re seeking.
Dana is a long-time resident of Eden Prairie, MN. Outside of the office, she can be found on the golf course, playing beach volleyball, skiing or traveling. Her son, daughter-in-law and grandson live and work in Chicago, and her daughter, son-in-law and grandson live in Los Angeles.
Question & Answer
What are your service offerings?
Retirement Planning
Comprehensive Financial Planni...
Estate Planning
Investment Planning
Education Planning
Divorce Planning
Socially Responsible Investing
Do you have an area of expertise or specialization?
Divorce Planning
Entrepreneurs
High Net Worth Client Needs
Socially Responsible Investmen...
Special Needs Planning
Women's Financial Planning Iss...
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Dana Marie Comstock
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Dana Marie Brewer's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1999
Experience
Current
April 1, 2014 - Present
BIRCHWOOD FINANCIAL PARTNERS, INC.
Office #1: 5601 Green Valley Dr. Suite 600, Bloomington, MN 55437RIA
CRD#: 169962
BLOOMINGTON, MN
Past
November 21, 2012 - August 15, 2014
ADVISORNET WEALTH PARTNERS
RIA
CRD#: 113074
EDINA, MN
Past
June 18, 2007 - December 31, 2012
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
EDINA, MN
Past
March 5, 1998 - December 31, 2012
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
EDINA, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BIRCHWOOD FINANCIAL PARTNERS, INC.
BIRCHWOOD FINANCIAL PARTNERS, INC. | KRAMER LOTHROP BREWER FINANCIAL | KLB FINANCIAL
CRD#: 169962 / SEC#: 801-79443
RIA
Registered Investment Advisory firm - (4/1/2014 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Minnesota(4/1/2014)
IAR
Texas(10/31/2018)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
BIRCHWOOD FINANCIAL PARTNERS, INC.
BIRCHWOOD FINANCIAL PARTNERS, INC. | KRAMER LOTHROP BREWER FINANCIAL | KLB FINANCIAL
CRD#: 169962 / SEC#: 801-79443
RIA
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Contact information
Main Address
5601 Green Valley Dr. Suite 600, Bloomington, MN 55437
Mailing Address
Phone number
(952) 885-9088
Established
Firm type
Fiscal year end
# of Employees
15
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,720 |
| AUM (Assets Under Management) | $ 743,954,960 |
Red Flags
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