Damian
Winther
Birchwood Financial Partners, Inc
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About this Advisor
Damian Winther is a certified financial planner working in Minneapolis, Minnesota with a total of 9 years of industry experience. Winther is an employee of Birchwood Financial Partners, Inc. During their career, Winther has held roles at Kramer Lothrop Brewer Financial, Inc, Advisornet Financial, Inc and Birchwood Financial Partners, Inc. Winther holds a Series 63 license, which qualifies them as a securities broker, and is approved to serve investors in Minnesota and Texas. Birchwood Financial Partners, Inc is a business that has its headquarters in Minneapolis, MN. It manages $519 million in assets across its 1,524 client accounts, making it one of the larger firms in the country by assets under management. The firm serves three charities and foundations. Of its 1,524 customer accounts, 50% are held by high-net-worth clients who have more than $1 million in investable assets. Birchwood Financial Partners, Inc offers a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors typically are based on the financial services offered. Fees billed by Birchwood Financial Partners, Inc most likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Birchwood Financial Partners, Inc Brokerage Details
$518,702,512
13
1,524
$340,356
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Damian Winther Work History
Damian has been registered as a financial advisor for 9 years.*
Birchwood Financial Partners, Inc
Birchwood Financial Partners, Inc
Birchwood Financial Partners, Inc
Advisornet Financial, Inc
Kramer Lothrop Brewer Financial, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Damian Winther to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Birchwood Financial Partners, Inc
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
