Stephen Dixon has been Owner/CIO 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.
Steve Dixon is Principal - Investment Manager of Birchwood Financial Partners, based in Bloomington, Minnesota. He manages portfolios for individuals and writes the quarterly newsletter Birchwood clients receive. He became an owner of Birchwood in 2010.
Stephen Dixon’s longest registration is the current one, 12 years at Birchwood Financial Partners since 2014. Before joining Birchwood Financial Partners in 2014, Stephen Dixon 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
Investment adviser representative registrations
Stephen Dixon 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 63 | Uniform Securities Agent State Law Examination | 19 May 2008 |
| Series 7 | General Securities Representative Examination | 30 April 2008 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Stephen Boyd Dixon
- CRD
- 5455240
- Firm
- Birchwood Financial Partners · CRD 169962
- Role
- Owner/CIO
- 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 Stephen Dixon work?
Stephen Dixon has been Owner/CIO of Birchwood Financial Partners, Inc. since December 2010, and is a control person of the firm.
Is Stephen Dixon a financial advisor?
Yes. Stephen Dixon has a current investment-adviser registration in Minnesota and Texas, through Birchwood Financial Partners since April 2014.
How many years of experience does Stephen Dixon have?
Stephen Dixon has 13 years in the financial industry, since February 2013, across 2 adviser firms.
What exams has Stephen Dixon passed?
Stephen Dixon has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in April 2008.
Where is Stephen Dixon based?
Stephen Dixon’s registered office is in Bloomington, MN.
Is Stephen Dixon registered with FINRA?
No. Stephen Dixon has no current broker registration.
How can I verify Stephen Dixon’s record?
Search CRD 5455240 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Stephen Dixon’s full registration record.
