Mary Bridget Handke
Birchwood Financial Partners · Bloomington, Minnesota
Mary Bridget Handke 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 4895416 |
| Exams passed | Series 66 (2005) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.klbfinancial.com |
How Mary Bridget'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 Mary Bridget
Is Mary Bridget Handke a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mary Bridget 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 Mary Bridget charge for financial advice?
Mary Bridget's firm, Birchwood Financial Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mary Bridget Handke based?
Mary Bridget Handke is based in Bloomington, Minnesota.
What credentials does Mary Bridget Handke hold?
Mary Bridget Handke holds the CFP credential.
Is Mary Bridget Handke registered with the SEC?
Yes. Mary Bridget Handke is registered as an investment adviser representative in MN and TX (CRD 4895416), 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 Mary Bridget Handke?
Through Mary Bridget'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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