Kayla Berceau
Birchwood Financial Partners · Bloomington, Minnesota
Kayla Berceau 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.
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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 8027395 |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.klbfinancial.com |
How Kayla's firm compares
- Birchwood Financial Partners's average account is about $490,000, from its Form ADV (assets managed divided by 1,742 accounts).
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Questions about Kayla
Is Kayla Berceau a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kayla 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 Kayla charge for financial advice?
Kayla's firm, Birchwood Financial Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kayla Berceau based?
Kayla Berceau is based in Bloomington, Minnesota.
What credentials does Kayla Berceau hold?
Kayla Berceau holds the CFP credential.
Is Kayla Berceau registered with the SEC?
Yes. Kayla Berceau is registered as an investment adviser representative in MN and TX (CRD 8027395), 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 Kayla Berceau?
Through Kayla'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.
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