Unclaimed
Jill Vilkama is an investment advisor representative at Birchwood Financial Partners, Inc. in Edina, Minnesota. Jill has been in the industry for more than 6 years. Jill Vilkama is registered with the state of Minnesota and Texas. Jill Vilkama has passed the Uniform Investment Adviser Law Examination.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MN
03/10/2021 - Present
Birchwood Financial Partners, Inc. (EDINA MN)
IA
Issued 02/01/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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