Mary Bridget Handke has been Owner/COO of Birchwood Financial Partners since December 2010, 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.
Bridget Handke is Principal - Financial Advisor of Birchwood Financial Partners, based in Bloomington, Minnesota. She is one of the owners of Birchwood Financial Partners and helps clients with sustainable, responsible, impact investing and with philanthropic giving strategies. She has developed a specialty in working with widows and wrote the book Finances for One, a New Widow's Guide to Managing Money.
Mary Bridget Handke’s longest registration is the current one, 12 years at Birchwood Financial Partners since 2014. Before joining Birchwood Financial Partners in 2014, Mary Bridget Handke was registered through Advisornet Wealth Management.
- – present · 12 yearsBloomington, MN · Adviser representative · Firm CRD 169962
- Advisornet Wealth Management– · 1 yearEdina, MN · Adviser representative · Firm CRD 113074
Professional designations
Listed by Birchwood Financial Partners
- Chartered Advisor in Philanthropy (CAP®)
Investment adviser representative registrations
Mary Bridget Handke 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 | 15 January 2005 |
| Series 66 | Uniform Combined State Law Examination | 8 January 2005 |
- Name
- General Securities Representative Examination
- Name
- Uniform Combined State Law Examination
- Full name
- Mary Bridget Miller Handke
- CRD
- 4895416
- Firm
- Birchwood Financial Partners · CRD 169962
- Role
- Owner/COO
- Office
- 5601 GREEN VALLEY DR., SUITE 600, Bloomington, MN 55437
- Registration
- Investment adviser registration
- In the industry since
- February 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- birchwoodfp.com
Where does Mary Bridget Handke work?
Mary Bridget Handke has been Owner/COO of Birchwood Financial Partners, Inc. since December 2010, and is a control person of the firm.
Is Mary Bridget Handke a financial advisor?
Yes. Mary Bridget Handke has a current investment-adviser registration in Minnesota and Texas, through Birchwood Financial Partners since April 2014.
How many years of experience does Mary Bridget Handke have?
Mary Bridget Handke has 13 years in the financial industry, since February 2013, across 2 adviser firms.
What exams has Mary Bridget Handke passed?
Mary Bridget Handke has passed 2 licensing exams: the Series 66 and Series 7. The earliest, the Series 66, was passed in January 2005.
Where is Mary Bridget Handke based?
Mary Bridget Handke’s registered office is in Bloomington, MN.
Is Mary Bridget Handke registered with FINRA?
No. Mary Bridget Handke has no current broker registration.
How can I verify Mary Bridget Handke’s record?
Search CRD 4895416 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mary Bridget Handke’s full registration record.
