Liana M. Poodiack

BIRCH FINANCIAL GROUP | Financial Advisor

KEENE, NH 03431

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CRD#: 3230074

Professional summary

Liana Marie Poodiack, CFP®, who also goes by Liana Marie Kimball, is a registered financial advisor currently at BIRCH FINANCIAL GROUP located in Keene, New Hampshire.

Liana is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Liana has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Min. Asset: $250K–$500K

100–250 clients

Services Offered

Estate & Legacy Planning

Risk Management & Insurance

Retirement Planning

Aliases

Liana Marie Kimball

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Liana Marie Poodiack's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2007

Experience

Current

October 23, 2024 - Present

BIRCH FINANCIAL GROUP

Office #1: 149 Emerald St Suite M2/m3, Keene, NH 03431

RIA

CRD#: 332057

KEENE, NH

Past

May 27, 2022 - October 30, 2024

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

CRD#: 1254

KEENE, NH

Past

November 14, 2016 - October 30, 2024

STEWARD PARTNERS INVESTMENT ADVISORY, LLC

RIA

CRD#: 283004

KEENE, NH

Past

November 3, 2016 - May 27, 2022

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

KEENE, NH

Past

January 1, 2008 - November 7, 2016

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

KEENE, NH

Past

January 1, 2008 - November 7, 2016

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

KEENE, NH

Past

September 27, 2001 - January 1, 2008

A. G. EDWARDS & SONS, INC.

RIA

CRD#: 4

KEENE, NH

Past

June 23, 1999 - January 3, 2008

A. G. EDWARDS & SONS, INC.

CRD#: 4

KEENE, NH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BIRCH FINANCIAL GROUP

BIRCH FINANCIAL GROUP | BIRCH FINANCIAL GROUP, LLC

CRD#: 332057 / SEC#: 801-131297

RIA

Registered Investment Advisory firm - (10/17/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Hampshire
(10/23/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/3/2001

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/14/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/7/1999

General Securities Representative Examination

Current Firm

BIRCH FINANCIAL GROUP

BIRCH FINANCIAL GROUP | BIRCH FINANCIAL GROUP, LLC

CRD#: 332057 / SEC#: 801-131297

RIA

Registered Investment Advisory firm - (10/17/2024 Approved)

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Contact information

Main Address

149 Emerald St Suite M2/m3, Keene, NH 03431

Mailing Address

Phone number

(603) 338-3838

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BIRCH FINANCIAL GROUP FORM ADV PART 2A (1/23/2026)

Regulatory assets under management

Total Number of Accounts	652
AUM (Assets Under Management)	$ 264,688,531

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Firm Stability Insights

Liana M. Poodiack

Professional summary

At a Glance

Services Offered

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Liana Marie Poodiack's CRS (Customer Relationship Summary).

Certified licenses

Experience

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

STEWARD PARTNERS INVESTMENT ADVISORY, LLC

RAYMOND JAMES FINANCIAL SERVICES, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

A. G. EDWARDS & SONS, INC.

A. G. EDWARDS & SONS, INC.

Primary Firm SEC Registration

BIRCH FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 8/3/2001

Series 63

Date: 9/14/1999

SIE

Date: 10/1/2018

Series 7

Date: 6/7/1999

Current Firm

BIRCH FINANCIAL GROUP

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BIRCH FINANCIAL GROUP

TRUST BUT VERIFY

Contact information

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