Kayla Rochelle Berceau
Investment adviser representative at Birchwood Financial Partners, Inc.
11 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
11 years in the industry.
- Birchwood Financial Partners, Inc.Feb 2022 to now
- Lyngblomsten Care CenterNov 2020 to Feb 2022
- Alternatives for People With AutismNov 2018 to Nov 2020
- Full Time StudentJan 2015 to Dec 2018
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
- 8027395
- Firm CRD
- 169962