Rachel Infante has been Owner/Secretary of Birchwood Financial Partners since January 2020, 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.
Rachel Infante’s longest registration is the current one, 7 years at Birchwood Financial Partners since 2018. Before joining Birchwood Financial Partners in 2018, Rachel Infante was registered through Fure Financial Corporation and Commonwealth Financial Network.
- – present · 7 yearsBloomington, MN · Adviser representative · Firm CRD 169962
- Fure Financial Corporation– · 1 yearBloomington, MN · Adviser representative · Firm CRD 288396
- Commonwealth Financial Network– · 1 yearBloomington, MN · Adviser representative · Firm CRD 8032
Investment adviser representative registrations
Rachel Infante is registered as an investment adviser representative in 2 states. The first approvals date from October 2018; the most recent is Texas, in April 2019.
- MinnesotaSince 31 October 2018
- TexasSince 3 April 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 17 November 2015 |
| Series 7 | General Securities Representative Examination | 13 April 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Rachel Olivia Infante
- CRD
- 5545731
- Firm
- Birchwood Financial Partners · CRD 169962
- Role
- Owner/Secretary
- Office
- 5601 GREEN VALLEY DR., SUITE 600, Bloomington, MN 55437
- Registration
- Investment adviser registration
- In the industry since
- May 2015
- Disciplinary history
- Not yet shown here · SEC record
Where does Rachel Infante work?
Rachel Infante has been Owner/Secretary of Birchwood Financial Partners, Inc. since January 2020, and is a control person of the firm.
Is Rachel Infante a financial advisor?
Yes. Rachel Infante has a current investment-adviser registration in Minnesota and Texas, through Birchwood Financial Partners since October 2018.
How many years of experience does Rachel Infante have?
Rachel Infante has 11 years in the financial industry, since May 2015, across 3 adviser firms.
What exams has Rachel Infante passed?
Rachel Infante has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in April 2015. FINRA credited Rachel Infante with the SIE, which began in October 2018.
Where did Rachel Infante work before Birchwood Financial Partners?
Before Birchwood Financial Partners, Rachel Infante was registered through Fure Financial Corporation, July 2017 to September 2018; Commonwealth Financial Network, November 2015 to July 2017.
Where is Rachel Infante based?
Rachel Infante’s registered office is in Bloomington, MN.
Is Rachel Infante registered with FINRA?
No. Rachel Infante has no current broker registration.
How can I verify Rachel Infante’s record?
Search CRD 5545731 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Rachel Infante’s full registration record.
