Advisor Details

Advisor Details

Financial Advisor in Brookings, SD

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. 

Firm SEC/CRD #

158735

Research this Firm:

BROKER CHECK
SEC

NASAA

Firm Logo

logo

Advisor SEC/CRD #

4542497

Research this Advisor:

    BROKER CHECK
    SEC
    NASAA

    Disclaimer

    https://birchinvestment.com/disclaimers

Contact:

118 Main Ave S
Brookings, SD 57006

Brian@BirchInvestment.com

(605) 250-3644

Schedule an Introduction

Add Your Listing to Financial Advisors.com Sign Up With Us Here: