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Brian James Berkenhoff

Birch Investment Management, L.L.C.

Brookings, SD

CRD 4542497

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Employer firm

Birch Investment Management, L.l.c. CRD 158735

$23.3M regulatory AUM 47 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Birch Investment Management, L.L.C.

2301 Research Park Way, Brookings, SD 57006 • United States

Current Registrations

AuthorityCategoryStatusDate
SD RA APPROVED 2011-09-26
  • SD RA
    APPROVED
    Since 2011-09-26

Branch Locations

2301 Research Park Way, Brookings, SD 57006 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Birch Investment Management, L.L.C. Brookings SD 07/2011 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-07-19
  • S65 Uniform Investment Adviser Law Examination
    2001-07-19
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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