Brayden Kelly
Investment adviser representative at Birchwood Financial Partners, Inc.
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$853.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Birchwood Financial Partners, Inc.Jul 2024 to now
- Osaic Wealth, Inc.Nov 2023 to Jun 2024
- Fsc Securities CorporationSep 2021 to Nov 2023
- Ameriprise Financial Services, LLCJun 2020 to Aug 2021
- Ameriprise Financial Services, Inc.May 2019 to Aug 2019
- Fulltime StudentJun 2014 to May 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Birchwood Financial Partners, Inc.
$853.2MAssets managed
763Clients
9Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6665499
- Firm CRD
- 169962