---
title: "Brian Berkenhoff | Financial Advisors"
description: "Brian Berkenhoff at Birch Investment Management, L.LC.. Brian Berkenhoff, CFA founded Birch Investment Management in 2011. Previously Brian was Principal…"
url: https://financialadvisors.com/advisors/brian-berkenhoff/
---

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![Brian Berkenhoff](https://financialadvisors.com/wp-content/uploads/2023/06/2104141618423465IMG_9187.jpeg)

# Brian Berkenhoff

Birch Investment Management, L.LC.

investment

Chartered Financial Analyst

Email Advisor [Schedule Intro](https://calendly.com/birchinvestment)

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## 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

![Birch Investment Management, L.LC. logo](https://financialadvisors.com/wp-content/uploads/2023/06/2104141618423577logo.png)

Firm Birch Investment Management, L.LC.

Position Principal

Agency Type ria

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

Compensation Assets Under Management (AUM)

Designations

Chartered Financial Analyst

## 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

### Contact Information

Email Advisor

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[(605) 250-3644](tel:6052503644)

Address 2301 Research Park Way, Brookings, SD 57006, USA

### At a Glance

AUM $19M

Founded 2011

### Links

[Website](https://birchinvestment.com/) SEC Form ADV Not provided Form CRS Not provided

[BrokerCheck Profile](https://adviserinfo.sec.gov/individual/summary/4542497)

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