Brayden Kelly
Birchwood Financial Partners · Bloomington, Minnesota
Brayden Kelly is a fee-only financial advisor at Birchwood Financial Partners in Bloomington, Minnesota, who holds the CFP credential. Birchwood Financial Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Brayden →
Facts
| Firm | Birchwood Financial Partners |
|---|---|
| Based in | Bloomington, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $853.2M across 1,742 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MN, TX · CRD 6665499 |
| Exams passed | Series 66 (2020) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.klbfinancial.com |
How Brayden's firm compares
- Birchwood Financial Partners's average account is about $490,000, from its Form ADV (assets managed divided by 1,742 accounts).
Request an introduction to Brayden
Tell Brayden a little about what you're looking for. Brayden isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Brayden
Is Brayden Kelly a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brayden holds no broker registration, and Birchwood Financial Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brayden charge for financial advice?
Brayden's firm, Birchwood Financial Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brayden Kelly based?
Brayden Kelly is based in Bloomington, Minnesota.
What credentials does Brayden Kelly hold?
Brayden Kelly holds the CFP credential.
Is Brayden Kelly registered with the SEC?
Yes. Brayden Kelly is registered as an investment adviser representative in MN and TX (CRD 6665499), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Birchwood Financial Partners manage?
Birchwood Financial Partners reports $853.2M across 1,742 accounts in assets under management.
How do I contact Brayden Kelly?
Through Brayden's website, www.klbfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Bloomington
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.