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Brian Berkenhoff

Advisor Details

Financial Advisor in Brookings, South Dakota with 13 Year(s) of Experience

Professional Designations

Chartered Financial Analyst (CFA)

Personal Bio

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 Name

Birch Investment Management, L.LC.

Firm Bio

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.

Advisor Type

RIA - Birch Investment Management, L.L.C.

Total Assets Under Management

$19000000

Firm SEC/CRD #

158735

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Advisor SEC/CRD #

4542497

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Methods of Compensation

Assets Under Management (AUM)

Specialties

Preferred Client Type

Disclaimer

 

Disclaimers

Contact:

2301 Research Park Way
Brookings, South Dakota 57006

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