About
Brian Berkenhoff, CFA founded Birch Investment Management in 2011.
Previously Brian was Principal and Financial Advisor at an SEC Registered Investment Advisor in Seattle from 2001 to 2008.
Brian began in the financial industry in 1998.
Firm Information
FirmBirch Investment Management, L.LC.
PositionPrincipal
Agency Typeria
Firm CRD#158735
About Firm
Birch Investment Management is an independent, fee-only financial advisor. We are based in Brookings, South Dakota but you don't have to be. We serve clients virtually across the country. We provide financial planning and investment management services as a fiduciary to our clients. We specialize in helping busy families get clarity in their financial life. Client assets are custodied at TD Ameritrade.
Firm Location
Professional Details
Advisor CRD#4542497
Fiduciary Yes — acts in your best interest
CompensationAssets Under Management (AUM)
Designations
Investment Information
Assets Under Management$19M
Practice Focus
Specialties
- Financial Planning 40%
- Wealth Management 40%
- Estate Planning 10%
- Tax Planning 10%
Preferred Client Type
- High Net-Worth Individuals 100%
About Me
Community Involvement CFA Institute