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KB

Kayla R. Berceau

BIRCHWOOD FINANCIAL PARTNERS
BLOOMINGTON, MN 55437
Some features on this profile are disabled
CRD#: 8027395
KB

Professional summary

Kayla Rochelle Berceau is a registered financial advisor currently at BIRCHWOOD FINANCIAL PARTNERS, INC. located in Bloomington, Minnesota.

Kayla is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Kayla has worked at 1 firm .

top-8-questions

Question & Answer

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kayla Rochelle Berceau'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

January 16, 2025 - Present

BIRCHWOOD FINANCIAL PARTNERS, INC.

Office #1: 5601 Green Valley Dr. Suite 600, Bloomington, MN 55437
RIA
CRD#: 169962
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
(1/16/2025)
IAR
Texas
(1/16/2025)

Exams

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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