# Stephen Dixon

> Stephen Dixon is a fee-only financial advisor at Birchwood Financial Partners in Bloomington, Minnesota, who holds the CFA credential. Birchwood Financial Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/stephen-dixon/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Birchwood Financial Partners
- **Based in:** Bloomington, Minnesota
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $853.2M across 1,742 accounts
- **Credentials:** CFA
- **CRD:** 5455240 (https://adviserinfo.sec.gov/individual/summary/5455240)
- **SEC registration:** Investment adviser representative in MN, TX
- **Exams passed:** Series 63 (2008)
- **Firm size:** 15 employees
- **Disclosures:** None reported
- **Website:** http://www.klbfinancial.com

## Frequently asked questions

### Is Stephen Dixon a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Stephen 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 Stephen charge for financial advice?

Stephen's firm, Birchwood Financial Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Stephen Dixon based?

Stephen Dixon is based in Bloomington, Minnesota.

### What credentials does Stephen Dixon hold?

Stephen Dixon holds the CFA credential.

### Is Stephen Dixon registered with the SEC?

Yes. Stephen Dixon is registered as an investment adviser representative in MN and TX (CRD 5455240), 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 Stephen Dixon?

Through Stephen's website, www.klbfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5455240): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.