Mary Bridget M. Handke
BIRCHWOOD FINANCIAL PARTNERS
BLOOMINGTON, MN 55437
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CRD#: 4895416
Professional summary
Mary Bridget Miller Handke, CFP®, who also goes by Bridget Miller Handke, Bridget Handke, Mary Bridget Miller Handke Ms., Bridget Miller, Mary Bridget Miller, is a registered financial advisor currently at BIRCHWOOD FINANCIAL PARTNERS, INC. located in Bloomington, Minnesota.
Mary Bridget is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Mary Bridget has worked at 3 firms and has passed the Series 66 and Series 7 exams.
Biography
Bridget has been quoted in publications such as the Star Tribune, Chicago Tribune and Wall Street Journal and has spoken on personal and women’s finance topics. She has developed a specialty in working with widows, who tend to have unique financial circumstances, and wrote the book Finances for One, a New Widow’s Guide to Managing Money. For over twenty years Bridget has lived in Apple Valley with her husband, Dan. She has two wonderful daughters who inspire her to continue mentoring young people. During her off hours she enjoys the gym, hiking, reading and searching for the area’s best hot and sour soup.
Question & Answer
What are your service offerings?
Insurance Planning
Retirement Planning
Life Transitions
Comprehensive Financial Planni...
Investment Planning
Socially Responsible Investing
Estate Planning
Do you have an area of expertise or specialization?
Charitable Giving
College/Education Planning
Estate & Generational Planning...
Retirement Plan Investment Adv...
Socially Responsible Investmen...
Women's Financial Planning Iss...
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Bridget Miller Handke | Bridget Handke | Mary Bridget Miller Handke Ms. | Bridget Miller | Mary Bridget Miller
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.
(1.)NAME OF OTHER BUSINESS: BESTPREP; INVESTMENT RELATED: NO; ADDRESS: 7100 NORTHLAND CIRCLE N #402 BROOKLYN PARK MN 55428; NATURE OF BUSINESS: PROMOTE FINANCIAL LITERACY TO YOUNG PEOPLE, POSITION/TITLE/RELATIONSHIP: RESPOND TO STUDENTS QUESTIONS REGARDING FINANCE/ INVESTMENTS AND MONEY; START DATE: 05-04-2011; APPROX NUMBER OF HOURS PER MONTH: 4, BRIEF DESCRIPTION OF DUTIES: WEEKLY EMAILS BETWEEN STUDENTS BASED ON SERIES OF GUIDING QUESTIONS, MONITORED BY TEACHERS AND TAILORED TO MEET VARIOUS CURRICULUMS; (2.) Mary Handke, Sole Proprietor; No; Apple Valley, MN; Floral Arrangements; 03/2025; 2/ HRS MO; 0/ HRS MO; Supplies Floral Arrangements for events.
CRS (Client Relationship Summary) - RIA
Click below to view Mary Bridget Miller Handke'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
February 22, 2013 - August 15, 2014
ADVISORNET WEALTH PARTNERS
RIA
CRD#: 113074
EDINA, MN
Past
January 17, 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
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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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