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Jill Renee Vilkama

Birchwood Financial Partners, Inc.

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About Jill Renee Vilkama

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.

Firm Information

Jill Vilkama 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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Jill Vilkama’s Registration & Firm History

MN

03/10/2021 - Present

Birchwood Financial Partners, Inc. (EDINA MN)

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Licenses & Designations

IA

Issued 02/01/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jill Renee Vilkama.
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