Kimberly Ann Andrews
Investment adviser representative at Birchwood Financial Partners, Inc.
13 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
13 years in the industry.
- Birchwood Financial Partners, Inc.Mar 2021 to now
- Boulay Financial Advisors, LLCJan 2020 to Feb 2021
- Birchwood Financial Partners, Inc.Apr 2013 to Jan 2020
Designations
- CFP® certification
Exams passed
No exams in this record.
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
- 7221822
- Firm CRD
- 169962