Kayla Berceau has been an investment adviser representative at Birchwood Financial Partners since January 2025, and is not listed among the firm’s executive officers or direct owners.
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.
- – present · 1 yearBloomington, MN · Adviser representative · Firm CRD 169962
Investment adviser representative registrations
Kayla Berceau is registered as an investment adviser representative in 2 states. Each was approved in January 2025.
- MinnesotaSince 16 January 2025
- TexasSince 16 January 2025
Examinations
No examinations are on Kayla Berceau’s record.
- Full name
- Kayla Rochelle Berceau
- CRD
- 8027395
- Firm
- Birchwood Financial Partners · CRD 169962
- Office
- 5601 GREEN VALLEY DR., SUITE 600, Bloomington, MN 55437
- Registration
- Investment adviser registration
- In the industry since
- January 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Kayla Berceau work?
Kayla Berceau is an investment adviser representative registered through Birchwood Financial Partners, Inc. since January 2025, and is not listed among the firm’s executive officers or direct owners.
Is Kayla Berceau a financial advisor?
Yes. Kayla Berceau has a current investment-adviser registration in Minnesota and Texas, through Birchwood Financial Partners since January 2025.
How many years of experience does Kayla Berceau have?
Kayla Berceau has 1 year in the financial industry, since January 2025, across 1 adviser firm.
Where is Kayla Berceau based?
Kayla Berceau’s registered office is in Bloomington, MN.
Is Kayla Berceau registered with FINRA?
No. Kayla Berceau has no current broker registration.
How can I verify Kayla Berceau’s record?
Search CRD 8027395 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kayla Berceau’s full registration record.
