Dana Brewer has been Owner/CEO/President of Birchwood Financial Partners since January 2000, is a control person of the firm and directly owns between 10% and 25% of it.
Birchwood Financial Partners, Inc. is a Bloomington, MN firm with $853M under management, 763 clients and 10 advisers in one office, as of its March 2026 filing.
Dana Brewer is Principal - Financial Advisor of Birchwood Financial Partners, based in Bloomington, Minnesota. She joined what was then Kramer Lothrop Financial Services in 1992 and helped grow the firm from a small three-person office into a 16-person wealth management firm. She became an owner of the firm in 2000.
Dana Brewer’s longest registration is the current one, 12 years at Birchwood Financial Partners since 2014. Before joining Birchwood Financial Partners in 2014, Dana Brewer was registered through Advisornet Wealth Management and Financial Network Investment Corporation.
- – present · 12 yearsBloomington, MN · Adviser representative · Firm CRD 169962
- Advisornet Wealth Management– · 1 yearEdina, MN · Adviser representative · Firm CRD 113074
- Financial Network Investment Corporation– · 5 yearsEdina, MN · Adviser representative · Firm CRD 13572
Investment adviser representative registrations
Dana Brewer is registered as an investment adviser representative in 2 states. The first approvals date from April 2014; the most recent is Texas, in October 2018.
- MinnesotaSince 1 April 2014
- TexasSince 31 October 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7 | General Securities Representative Examination | 2 March 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 February 1998 |
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Dana Marie Brewer
- CRD
- 2955532
- Firm
- Birchwood Financial Partners · CRD 169962
- Role
- Owner/CEO/President
- Office
- 5601 GREEN VALLEY DR., SUITE 600, Bloomington, MN 55437
- Registration
- Investment adviser registration
- In the industry since
- June 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- birchwoodfp.com
Where does Dana Brewer work?
Dana Brewer has been Owner/CEO/President of Birchwood Financial Partners, Inc. since January 2000, and is a control person of the firm.
Is Dana Brewer a financial advisor?
Yes. Dana Brewer has a current investment-adviser registration in Minnesota and Texas, through Birchwood Financial Partners since April 2014.
How many years of experience does Dana Brewer have?
Dana Brewer has 19 years in the financial industry, since June 2007, across 3 adviser firms.
What exams has Dana Brewer passed?
Dana Brewer has passed 2 licensing exams: the Series 63 and Series 7. The earliest, the Series 63, was passed in February 1998.
Where did Dana Brewer work before Birchwood Financial Partners?
Before Birchwood Financial Partners, Dana Brewer was registered through Financial Network Investment Corporation, June 2007 to December 2012.
Where is Dana Brewer based?
Dana Brewer’s registered office is in Bloomington, MN.
Is Dana Brewer registered with FINRA?
No. Dana Brewer has no current broker registration.
How can I verify Dana Brewer’s record?
Search CRD 2955532 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Dana Brewer’s full registration record.
