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Rachel Olivia Infante

Birchwood Financial Partners, Inc.

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About Rachel Olivia Infante

Rachel Olivia Infante is a financial advisor at Birchwood Financial Partners, Inc. Rachel has been in the industry since 2008 and is registered in both Minnesota and Texas. Rachel is a Certified Financial Planner® professional. Rachel has experience working with individuals, high-net-worth individuals, businesses, and retirement plans. Rachel's approach to financial planning is personalized and focuses on helping clients achieve their financial goals. Prior to joining Birchwood Financial Partners, Inc., Rachel worked at Commonwealth Financial Network.

Firm Information

Rachel Infante 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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Rachel Infante’s Registration & Firm History

MN

04/03/2019 - Present

Birchwood Financial Partners, Inc. (EDINA MN)

MN

04/13/2015 - 07/06/2017

COMMONWEALTH FINANCIAL NETWORK (BLOOMINGTON MN)

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Licenses & Designations

BOTH

Issued 11/17/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/06/2017

SIE - Securities Industry Essentials Examination

BC

Issued 04/13/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rachel Olivia Infante.
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