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Rachel Olivia Infante

Rachel O. Infante

BIRCHWOOD FINANCIAL PARTNERS
BLOOMINGTON, MN 55437
Some features on this profile are disabled
CRD#: 5545731
Rachel Olivia Infante

Professional summary

Rachel Olivia Infante, CFP®, who also goes by Rachel Cochran, Rachel Infante, is a registered financial advisor currently at BIRCHWOOD FINANCIAL PARTNERS, INC. located in Bloomington, Minnesota.

Rachel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Rachel has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Biography

Rachel is originally a native of Texas, but has called Minnesota home for many years. Rachel currently lives in Victoria with her twins Amelia and Austin. She loves to travel, camp, hike and spend time outdoors as much as the Minnesota weather allows.
top-8-questions

Question & Answer

What are your service offerings?
Comprehensive Financial Planni...
Retirement Planning
Divorce Planning
Socially Responsible Investing
Education Planning
Tax Planning
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

Rachel Cochran | Rachel Infante

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rachel Olivia Infante's CRS (Customer Relationship Summary).
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®

Certified Financial Planner

Start date: 2011

Experience

Current

October 31, 2018 - Present

BIRCHWOOD FINANCIAL PARTNERS, INC.

Office #1: 5601 Green Valley Dr. Suite 600, Bloomington, MN 55437
RIA
CRD#: 169962
BLOOMINGTON, MN
Past

July 6, 2017 - September 27, 2018

FURE FINANCIAL CORPORATION

RIA
CRD#: 288396
BLOOMINGTON, MN
Past

November 19, 2015 - July 6, 2017

COMMONWEALTH FINANCIAL NETWORK

RIA
CRD#: 8032
BLOOMINGTON, MN
Past

April 13, 2015 - July 6, 2017

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
BLOOMINGTON, 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.
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
(10/31/2018)
IAR
Texas
(4/3/2019)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/17/2015
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 7/6/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/13/2015
General Securities Representative Examination

Current Firm

BIRCHWOOD FINANCIAL PARTNERS, INC.
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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV2, APPENDIX 1 (5/30/2025)
FORM ADV2A (5/30/2025)

Regulatory assets under management

Total Number of Accounts1,720
AUM (Assets Under Management)$ 743,954,960

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.

Company Information

BIRCHWOOD FINANCIAL PARTNERS, INC.

BIRCHWOOD FINANCIAL PARTNERS, INC.

CRD#: 169962Bloomington, MN 55437

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