TODD ROBERT BIRKENHOLZ is an investment adviser representative (IAR) with state registration records since 2015, appearing at 3 firms. Currently registered with SUMMIT FINANCIAL, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SUMMIT FINANCIAL, LLC | 2024-11-04 | present | Yes |
| GENEX CONSULTING | 2020-04-28 | 2025-03-28 | — |
| WADDELL & REED | 2015-07-16 | 2020-05-06 | — |