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Travis James Poodiack

BIRCH FINANCIAL GROUP, LLC·KEENE, New Hampshire
Clean recordBIRCH 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Travis James Poodiack is a registered financial advisor based in KEENE, New Hampshire, affiliated with BIRCH FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
BIRCH FINANCIAL GROUP, LLC
BIRCH FINANCIAL GROUP
AUM
—
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at BIRCH FINANCIAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6527796
Firm CRD# 332057
View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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.
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Other Advisors at BIRCH FINANCIAL GROUP, LLC

Liana Marie Poodiack
KEENE, NH

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Nearby cities in New Hampshire
PORTSMOUTH (114)BEDFORD (41)CONCORD (40)MANCHESTER (39)HANOVER (37)LEBANON (25)EXETER (18)PETERBOROUGH (9)HOLLIS (8)NEW LONDON (7)
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Research
Advisor Fees in New HampshireNational Fee Analysis
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