Jeffrey T. Vandendriessche

BIRATH WEALTH MANAGEMENT

Marshall, MN 56258

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CRD#: 6575118

Professional summary

Jeffrey Thomas Vandendriessche is a registered financial advisor currently at BIRATH WEALTH MANAGEMENT, LLC located in Marshall, Minnesota.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jeffrey has worked at 1 firm 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.

Jeffrey Thomas Vandendriessche is a certified public accountant.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Thomas Vandendriessche'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

February 9, 2016 - Present

BIRATH WEALTH MANAGEMENT, LLC

Office #1: 408 East Main Street Bldg. 100 Suite 5, Marshall, MN 56258

RIA

CRD#: 157328

Marshall, MN

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

Minnesota
(2/9/2016)

IAR

South Dakota
(2/10/2016)

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 65

Date: 2/9/2016

Uniform Investment Adviser Law Examination

Current Firm

BIRATH WEALTH MANAGEMENT, LLC

BIRATH WEALTH MANAGEMENT | BIRATH WEALTH MANAGEMENT, LLC

CRD#: 157328 / SEC#:

Minnesota

Registered Investment Advisory firm - (5/17/2011 Approved)

South Dakota

Registered Investment Advisory firm - (4/25/2011 Approved)

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Contact information

Main Address

408 East Main Street Bldg. 100 Suite 5, Marshall, MN 56258

Mailing Address

Phone number

(507) 929-8543

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	292
AUM (Assets Under Management)	$ 85,896,142

Red Flags

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

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Jeffrey T. Vandendriessche

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Thomas Vandendriessche's CRS (Customer Relationship Summary).

Certified licenses

Experience

BIRATH WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/9/2016

Current Firm

BIRATH WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BIRATH WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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