Brayden Kelly

BIRCHWOOD FINANCIAL PARTNERS

BLOOMINGTON, MN 55437

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CRD#: 6665499

Professional summary

Brayden Kelly, who also goes by Brayden Paul Kelly, is a registered financial advisor currently at BIRCHWOOD FINANCIAL PARTNERS, INC. located in Bloomington, Minnesota.

Brayden is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Brayden has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brayden Paul Kelly

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.

Outside Employment; May Inc.; Paraplanner; Edina, MN 55435; Not Investment Related; June 2020; 0-9 hours per month; 0 during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brayden Kelly'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®

None

Experience

Current

July 1, 2024 - Present

BIRCHWOOD FINANCIAL PARTNERS, INC.

Office #1: 5601 Green Valley Dr. Suite 600, Bloomington, MN 55437

RIA

CRD#: 169962

BLOOMINGTON, MN

Past

November 3, 2023 - July 11, 2024

OSAIC WEALTH, INC.

RIA

CRD#: 23131

MINNEAPOLIS, MN

Past

November 3, 2023 - July 11, 2024

OSAIC WEALTH, INC.

CRD#: 23131

MINNEAPOLIS, MN

Past

September 2, 2021 - November 3, 2023

FSC SECURITIES CORPORATION

RIA

CRD#: 7461

MINNEAPOLIS, MN

Past

September 2, 2021 - November 3, 2023

FSC SECURITIES CORPORATION

CRD#: 7461

MINNEAPOLIS, MN

Past

July 15, 2020 - August 31, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

EDINA, MN

Past

June 4, 2020 - August 31, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

EDINA, MN

Past

August 17, 2019 - September 12, 2019

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, 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
(7/1/2024)

IAR

Texas
(7/1/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/27/2020

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/17/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 7/13/2019

Securities Industry Essentials Examination

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)

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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

SEC notice filing (10 States and Territories)

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 Accounts	1,720
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.

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Advisor Monitoring

Firm Stability Insights

Brayden Kelly

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brayden Kelly's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

FSC SECURITIES CORPORATION

FSC SECURITIES CORPORATION

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

BIRCHWOOD FINANCIAL PARTNERS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 6/27/2020

Series 7TO

Date: 8/17/2019

SIE

Date: 7/13/2019

Current Firm

BIRCHWOOD FINANCIAL PARTNERS, INC.

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BIRCHWOOD FINANCIAL PARTNERS, INC.

TRUST BUT VERIFY

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