Kimberly
Moehring
Birchwood Financial Partners, Inc
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About this Advisor
Kimberly Moehring is a certified financial planner working in Minneapolis, Minnesota with 2 years of industry experience. Moehring is on the advisory team at Birchwood Financial Partners, Inc. Over the course of their career, Moehring has held roles at Birchwood Financial Partners, Inc and Boulay Financial Advisors, LLC. Moehring is able to work in Minnesota and Texas. Birchwood Financial Partners, Inc is an advisory firm based in Minneapolis, MN. It has $519 million in assets across its 1,524 accounts, placing it among the larger investment advisory firms in the nation by assets under management. The firm advises three charities and foundations. Of its 1,524 client accounts, 50% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Birchwood Financial Partners, Inc has a number of services, such as 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 type of services provided. However, fees charged by Birchwood Financial Partners, Inc may include some blend 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
Kimberly Moehring Work History
Kimberly has been registered as a financial advisor for 2 years.*
Birchwood Financial Partners, Inc
Boulay Financial Advisors, LLC
Birchwood Financial Partners, 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 Kimberly Moehring 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.
