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.
Question & Answer
What are your service offerings?
Trust & estate planning
Insurance
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
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.
1) WHITNEY ROAD ASSOCIATION. NOT INVESTMENT RELATED. STODDARD, NH., OFFICER/TREASURER/PRESIDENT. STARTED:07/2015. 1 HR PER MONTH, 0 DURING TRADING HRS. BOARD MEMBER. 2)Name of Business : Peterboro Tool Company Inc Address: 301D Union Street,W Peterborough, NH Nature of the Business: Business Owner Position/Title: Proprietor/Owner Investment Related:No Start Date: 12/01/2015 Hours per month devoted to this business: 1 Hours per month devoted to this business during trading hours: 0 Description of duties: I will sometimes drop off a deposit at the bank. 3) Name of Business : Poodiack Wealth Management Group Address: Keene, NH Nature of the Business: Support Company/DBA (Owner) Position/Title: Support Company/DBA (Owner) Investment Related:No Start Date: 11/03/2016 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Financial Advisor 4)Name of Business : Rental Real Estate Address: Stoddard, NH Nature of the Business: Rental Real Estate Position/Title: Proprietor/Owner Investment Related: No Start Date: 09/06/2018 Hours per month devoted to this business: 1 Hours per month devoted to this business during trading hours: 0
CRS (Client Relationship Summary) - RIA
Click below to view Liana Marie Poodiack's 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®
Start date: 2007
Experience
Current
October 23, 2024 - Present
BIRCH FINANCIAL GROUP
Office #1: 149 Emerald St Suite M2/m3, Keene, NH 03431RIA
CRD#: 332057
KEENE, NH
Past
May 27, 2022 - October 30, 2024
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC
BD
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.
BD
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
BD
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.
BD
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".
BF
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)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
BF
BIRCH FINANCIAL GROUP
BIRCH FINANCIAL GROUP | BIRCH FINANCIAL GROUP, LLC
CRD#: 332057 / SEC#: 801-131297
RIA
Registered Investment Advisory firm - (10/17/2024 Approved)Upgrade to AdvisorCheck Premium
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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
3
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 523 |
| AUM (Assets Under Management) | $ 221,274,182 |
Red Flags
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Company Information
BIRCH FINANCIAL GROUP
Financial AdvisorCRD#: 332057Keene, NH 03431TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
