Brayden Kelly
Brayden Kelly is a CFP-designated registered investment advisor at Birchwood Financial Partners, INC., based in Bloomington, MN, with 5 years of industry experience. Brayden operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 763 clients with $850M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
The fee schedule is a blended schedule. The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Contact
Brayden Kelly
Location
5601 Green Valley Dr., Suite 600, Bloomington, MN, 55437
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Birchwood Financial Partners, INC.
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Fsc Securities CorporationBroker
Fsc Securities Corporation
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Brayden began working in financial services in 2016 and worked with various financial institutions throughout college and afterward. He was a paraplanner at Octagon Wealth Management prior to joining the Birchwood team. Brayden graduated summa cum laude from Creighton University in 2020 with a BSBA and a Financial Planning emphasis.