Unclaimed Profile

Liana Marie Poodiack

BIRCH FINANCIAL GROUP, LLC·KEENE, New Hampshire

SIE, Series 7, Series 63, Series 66CFPClean record24 years registeredBIRCH FINANCIAL GROUP, LLC

149 EMERALD ST, KEENE, NH 03431CRD# 3230074Firm CRD# 332057

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Liana Marie Poodiack · KEENE, NH

Registration

CRD #3230074 · BIRCH FINANCIAL GROUP, LLC · 24 years registered

Brand Profile

Not yet started

Career History

BIRCH FINANCIAL GROUP

Oct 2024 – present

STEWARD PARTNERS INVESTMENT ADVISORY, LLC

Nov 2016 – Oct 2024

KEENE, NH

WELLS FARGO ADVISORS, LLC

Jan 2008 – Nov 2016

KEENE, NH

A. G. EDWARDS & SONS, INC.

Sep 2001 – Jan 2008

KEENE, NH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · September 27, 2001

Years registered · 24

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BIRCH FINANCIAL GROUP, LLC

CRD 332057 · SEC 801-131297

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by BIRCH FINANCIAL GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BIRCH FINANCIAL GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Liana Marie Poodiack offer?

Liana Marie Poodiack specializes in Financial Planning, Investment Management. Contact their office in KEENE, New Hampshire for a consultation.

What are Liana Marie Poodiack's credentials?

Liana Marie Poodiack holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Liana Marie Poodiack located?

Liana Marie Poodiack is based in KEENE, New Hampshire, working with BIRCH FINANCIAL GROUP, LLC. Their office serves clients in the KEENE metropolitan area and surrounding communities.

How does Liana Marie Poodiack charge for services?

Liana Marie Poodiack's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BIRCH FINANCIAL GROUP, LLC?

BIRCH FINANCIAL GROUP, LLC has approximately 2 employees. The firm is registered with the SEC as an investment adviser.

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