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Brayden Kelly

Birchwood Financial Partners, Inc.

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About Brayden Kelly

Brayden Kelly is a financial advisor with Birchwood Financial Partners, Inc. in Edina, MN. Brayden has been in the financial services industry since 2019 and is registered with the state of Minnesota and Texas. Brayden specializes in providing financial advice to individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. They offer financial planning, portfolio management for individuals, and selection of other advisors.

Firm Information

Brayden Kelly is currently registered with Birchwood Financial Partners, Inc.. Birchwood Financial Partners, Inc. is an investment advisor headquartered in EDINA, MN. The firm manages $716,804,745 in assets for individuals, corporations, charitable organizations, and pension and profit-sharing plans. They offer financial planning, pension consulting, and portfolio management services.
Birchwood Financial Partners, Inc.

3300 EDINBOROUGH WAY

EDINA, MN 55435

$716.80M

Assets Under Management

5

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brayden Kelly’s Registration & Firm History

MN

07/01/2024 - Present

Birchwood Financial Partners, Inc. (EDINA MN)

MN

11/03/2023 - 07/11/2024

OSAIC WEALTH, INC. (MINNEAPOLIS MN)

MN

09/02/2021 - 11/03/2023

FSC SECURITIES CORPORATION (MINNEAPOLIS MN)

MN

06/04/2020 - 08/31/2021

AMERIPRISE FINANCIAL SERVICES, LLC (EDINA MN)

MN

08/17/2019 - 09/12/2019

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 06/27/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/17/2019

Series 7TO - General Securities Representative Examination

BC

Issued 07/13/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brayden Kelly.
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