Brian Berkenhoff (CRD# 4542497) is an Investment Advisor Representative working at Birch Investment Management, LLC in Brookings, SD and has over 22 years of experience in the finance industry.
CRD# 6570582
Ameriprise Financial Services, LLC
CRD# 4252096
Raymond James Financial Services Advisors, Inc.
CRD# 5168820
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Birch Investment Management, LLC | Brookings, SD | Jul 2011 - Current | 12 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jul 2001 |
- SD
-
Total Assets Under Management20MILLIONS
-
Total Number of Accounts152ACCOUNTS
-
Average Account Value$130,130
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
SD
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