Stephen Dixon
Birchwood Financial Partners · Bloomington, Minnesota
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.
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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 | CFA |
| SEC registration | Investment adviser representative in MN, TX · CRD 5455240 |
| Exams passed | Series 63 (2008) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.klbfinancial.com |
How Stephen'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 Stephen
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.
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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