Kimmie  Moehring,  CFP<sup>&reg;</sup> - Financial Advisor

Kimmie Moehring, CFP®


Financial Advisor

Birchwood Financial Partners

3300 Edinborough Way, Suite 610
Edina, MN 55435
(952) 885-9088 CONNECT WITH Kimmie
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Kimmie Moehring is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Birchwood Financial Partners in Edina, MN and the surrounding communities.

Financial Advisor Overview

Kimmie believes in the importance of collaboration and communication. As a financial advisor, she loves being part of a team that works strategically with clients to help make the best financial decisions for their values and lifestyle alongside opportunities to plan for retirement, tax strategies and estate planning.

With a background in education, coaching, and client service, Kimmie Moehring has always had the desire to be part of a team focused on helping people to reach their goals. After working on the client service side and studying personal financial management, it was clear that the financial planning industry fit well with her skills, passions, and knowledge. As a Certified Divorce Financial Analyst® professional, Kimmie enjoys working with clients through major life transitions and helping them better understand the financial aspects of the divorce process.

As a native of Minnesota, Kimmie has a love of the outdoors, and she has learned to enjoy each season, especially any day that she gets to spend on or near the beautiful lakes. Kimmie loves to spend her free time playing volleyball, tennis, and pickleball and spending quality time with friends and her family brings her great joy.

Kimmie is involved in athletics at her alma mater, Minnetonka High School, and is an active member of her church where she participates in Bible studies and mentoring.


Financial Advisor Experience

Kimmie worked as a Client Service Specialist for Birchwood for nearly seven years. After completing her CFP® Certification, she gained experience as a Wealth Management Advisor at a local firm before returning to Birchwood in early 2021 as a Financial Advisor.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • Other - CDFA®

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Estate Planning, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Nontraditional Households, Personal Taxes, Women's Finances


Helpful Financial Planning Resources