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Brian Berkenhoff

Advisor at Birch Investment Management, LLC

Updated today

Location

Brookings, SD 57006

Credentials

CFA®, Series 65

Industry experience

22 years

About

Brian Berkenhoff is the principal advisor at Birch Investment Management, LLC in Brookings, South Dakota. He holds the CFA charter and a Series 65 license, with 21 years of industry experience. Berkenhoff has led Birch Investment Management since 2011. Birch Investment Management is an independent, fee-only registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a modern portfolio theory-based investment process that combines passive and active strategies to tailor asset allocations according to client goals, risk tolerance, and tax considerations.

Client services

Based on Birch Investment Management, LLC

Financial planning Portfolio management

Expertise

Based on Birch Investment Management, LLC

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)

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Fee options

Fixed

Project-Based Financial Planning fixed fees range from $2,500 to $10,000 depending on complexity.

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.50% $3,000,001+: 0.25%

Other

Account minimum: $500,000 Fee-only: Fee-only compensation from clients; no commissions or sales-related compensation.

Location

2301 Research Park Way

Brookings, SD 57006

Most active in

South Dakota

Work history

Birch Investment Management, LLC

2011 - Present (15 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Tadd H

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Brookings, SD

Mutual of Omaha Investor Services, Inc.

Tadd Haggerty is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Mutual of Omaha since 2004. In addition to his advisory role, Haggerty is an insurance agent offering various insurance products and is the owner and president of Haggerty Financial Services LLC. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, operating primarily through its network of Investment Advisor Representatives who recommend approved products and managers.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Brookings, SD

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Chad Shields is a financial advisor at Edward Jones with 10 years of industry experience and holds the Series 66 designation. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive Religious/faith focused
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Brookings, SD

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Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Cameron J

CFP®, Series 66

Brookings, SD

LPL Financial

Cameron Jones is a CFP® professional with seven years of industry experience, currently affiliated with LPL Financial. Prior to joining LPL in 2024, he worked at Edward Jones for six years and was involved with the Fellowship of Christian Athletes. Outside of his advisory role, he is involved with Synergy Strength Studios and KMJ Nutrition, a family business. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a range of advisory and brokerage services supported by an in-house research team and various investment delivery options.

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Devan L

Series 66

Brookings, SD

Edward Jones

Devan Landmark is a Series 66 credentialed financial advisor at Edward Jones with three years of industry experience. His prior work includes roles at Hyvee, Snap Fitness, and Daktronics. Outside of finance, he teaches fitness classes at Snap Fitness and assists with event setup and teardown at the Dacotah Bank Center in Brookings, SD. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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