Damian J. Winther
BIRCHWOOD FINANCIAL PARTNERS
BLOOMINGTON, MN 55437
Some features on this profile are disabled
CRD#: 4812600
Professional summary
Damian John Winther, CFP® is a registered financial advisor currently at BIRCHWOOD FINANCIAL PARTNERS, INC. located in Bloomington, Minnesota.
Damian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Damian has worked at 3 firms and has passed the Series 63 and Series 7 exams.
Core Areas of Focus
Business Owners
Cash Flow/Budgets/Credit Issues
Retirement Plan Investment Advice
Retirement Planning & Distribution Rules
Socially Responsible Investments
Tax Planning
Biography
Damian remains active in the community’s youth and adult sports associations and is also a member of the Financial Planning Association of Minnesota. He is also involved with the BestPrep e-mentor program, where financial professionals communicate with high school students weekly and discuss budgeting, finance, investments and goal planning to help them understand the correlation between what they learn in the classroom and what they will use in real life. Damian and his wife, Jill, live in Minnetrista with their four daughters, Camryn, Keeley, Hayden and Finley. When not working, Damian can often be found on the golf course, at a local ice arena or coaching his children’s sports teams.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Education Planning
Tax Planning
Investment Planning
Divorce Planning
Retirement Planning
Estate Planning
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
None
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 Damian John Winther'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: 2007
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
July 6, 2005 - 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
Registered Investment Advisory firm - (4/1/2014 Approved)PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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 | 1,742 |
| AUM (Assets Under Management) | $ 853,198,867 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
