AdvisorOS Directory
Claim Profile
Unclaimed Profile
TP

Travis James Poodiack

BIRCH FINANCIAL GROUP, LLC·KEENE, New Hampshire
SIE, Series 7, Series 66CFPClean record10 years registeredBIRCH FINANCIAL GROUP, LLC
149 EMERALD ST, KEENE, NH 03431CRD# 6527796Firm CRD# 332057

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Travis James Poodiack · KEENE, NH
Registration
CRD #6527796 · BIRCH FINANCIAL GROUP, LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

BIRCH FINANCIAL GROUP
Oct 2024 – present
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
Nov 2016 – Oct 2024
KEENE, NH
WELLS FARGO ADVISORS, LLC
Dec 2015 – Nov 2016
KEENE, NH
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · December 7, 2015
Years registered · 10
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BIRCH FINANCIAL GROUP, LLC
CRD 332057 · SEC 801-131297
AUM
—
Regulatory assets under management
Employees
2
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

Speak with Travis

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Travis is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in KEENE?

Browse all registered financial advisors in KEENE, New Hampshire or claim this profile if it's yours.

Browse KEENE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Travis James Poodiack offer?
Travis James Poodiack specializes in Financial Planning, Investment Management. Contact their office in KEENE, New Hampshire for a consultation.
What are Travis James Poodiack's credentials?
Travis James Poodiack holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Travis James Poodiack located?
Travis James 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 Travis James Poodiack charge for services?
Travis James 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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at BIRCH FINANCIAL GROUP, LLC

Liana Marie Poodiack
KEENE, NH
CFP

More Advisors in KEENE, New Hampshire

Elizabeth Johnson Catlin
BLUESTONE WEALTH MANAGEMENT LLC·KEENE, NH
Gordon Mansfield Snyder
NEWSOURCE ADVISORY, LLC·KEENE, NH
Christine Clinton-Catlin
BLUESTONE WEALTH MANAGEMENT LLC·KEENE, NH

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New Hampshire
PORTSMOUTH (75)BEDFORD (26)CONCORD (22)MANCHESTER (12)HANOVER (10)NEW LONDON (7)EXETER (7)WOLFEBORO (7)LEBANON (5)NASHUA (5)
City Guides
PORTSMOUTH GuideBEDFORD GuideCONCORD GuideMANCHESTER GuideHANOVER Guide
Research
Advisor Fees in New HampshireNational Fee Analysis
Request removal of this profile