Brian J. Berkenhoff

BIRCH INVESTMENT MANAGEMENT, L.L.C.

Brookings, SD 57006

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CRD#: 4542497

Professional summary

Brian James Berkenhoff is a registered financial advisor currently at BIRCH INVESTMENT MANAGEMENT, L.L.C. located in Brookings, South Dakota.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Brian has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Brian James Berkenhoff'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®

None

Experience

Current

September 26, 2011 - Present

BIRCH INVESTMENT MANAGEMENT, L.L.C.

Office #1: 2301 Research Park Way, Brookings, SD 57006

RIA

CRD#: 158735

Brookings, SD

Past

July 31, 2001 - December 31, 2008

HARBOUR INVESTMENT MANAGEMENT L.L.C.

RIA

CRD#: 111166

EVERETT, WA

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

South Dakota
(9/26/2011)

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Exams

State Security Law Exam

IAR

Series 65

Date: 7/19/2001

Uniform Investment Adviser Law Examination

Current Firm

BIRCH INVESTMENT MANAGEMENT, L.L.C.

CRD#: 158735 / SEC#:

South Dakota

Registered Investment Advisory firm - (9/26/2011 Approved)

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Contact information

Main Address

2301 Research Park Way, Brookings, SD 57006

Mailing Address

Phone number

(605) 250-3644

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	133
AUM (Assets Under Management)	$ 20,051,221

Red Flags

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Brian J. Berkenhoff

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian James Berkenhoff's CRS (Customer Relationship Summary).

Certified licenses

Experience

BIRCH INVESTMENT MANAGEMENT, L.L.C.

HARBOUR INVESTMENT MANAGEMENT L.L.C.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/19/2001

Current Firm

BIRCH INVESTMENT MANAGEMENT, L.L.C.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BIRCH INVESTMENT MANAGEMENT, L.L.C.

TRUST BUT VERIFY

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