Unclaimed Profile

Bryan Hatfield

BIRCHCREEK WEALTH MANAGEMENT, LLC·MIAMI TOWNSHIP, Ohio

SIE, Series 6, Series 7, Series 9, Series 10, Series 24, Series 52TO, Series 63, Series 66Clean record13 years registeredBIRCHCREEK WEALTH MANAGEMENT, LLC

2955 EXCHANGE PLACE BLVD., MIAMI TOWNSHIP, OH 45342CRD# 5845028Firm CRD# 304207

Profile Verification

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

Identity

Bryan Hatfield · MIAMI TOWNSHIP, OH

Registration

CRD #5845028 · BIRCHCREEK WEALTH MANAGEMENT, LLC · 13 years registered

Brand Profile

Not yet started

Career History

UBS FINANCIAL SERVICES INC.

Oct 2025 – present

MML INVESTORS SERVICES, LLC

Aug 2021 – Aug 2025

South Lebanon, OH

BIRCHCREEK WEALTH MANAGEMENT, LLC

Mar 2020 – Jul 2021

MIAMI TOWNSHIP, OH

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

May 2017 – Mar 2020

CINCINNATI, OH

U.S. BANCORP INVESTMENTS, INC.

Apr 2016 – May 2017

CINCINNATI, OH

RAYMOND JAMES & ASSOCIATES, INC.

Jul 2014 – Apr 2016

CINCINNATI, OH

FIFTH THIRD SECURITIES, INC.

May 2013 – Jul 2014

CINCINNATI, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 9

Series 10

Series 24

Series 52TO

Series 63

Series 66

Registration record

First registered · May 24, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BIRCHCREEK WEALTH MANAGEMENT, LLC

CRD 304207 · SEC 801-116914

AUM

$279M

Regulatory assets under management

Employees

250 client accounts

Services offered by BIRCHCREEK WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

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Introduction

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Frequently Asked Questions

What services does Bryan Hatfield offer?

Bryan Hatfield specializes in Financial Planning, Investment Management. Contact their office in MIAMI TOWNSHIP, Ohio for a consultation.

What are Bryan Hatfield's credentials?

Bryan Hatfield is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bryan Hatfield located?

Bryan Hatfield is based in MIAMI TOWNSHIP, Ohio, working with BIRCHCREEK WEALTH MANAGEMENT, LLC. Their office serves clients in the MIAMI TOWNSHIP metropolitan area and surrounding communities.

How does Bryan Hatfield charge for services?

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

How large is BIRCHCREEK WEALTH MANAGEMENT, LLC?

BIRCHCREEK WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $279M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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Other Advisors at BIRCHCREEK WEALTH MANAGEMENT, LLC

Daniel A Johnson

MIAMI TOWNSHIP, OH

CFP

Browse by Specialty

Investment Management Retirement Planning Wealth Management Financial Planning Fee-Only Advisory Financial Education

Nearby cities in Ohio

CINCINNATI (430)COLUMBUS (229)CLEVELAND (169)BEACHWOOD (76)DUBLIN (50)AKRON (50)DAYTON (34)INDEPENDENCE (30)WESTLAKE (28)NEW ALBANY (24)

City Guides

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Research

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