Todd
Birkenholz
Genex Consulting
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About this Advisor
Todd Birkenholz is a financial advisor who works out of Saint Louis, Missouri with a total of 3 years of industry experience. Birkenholz is an employee of Genex Consulting. Birkenholz has gained experience at First Bank Inc, Waddell & Reed Inc, Various Insurance Carriers For W&R Insurance Agencies, Missouri Mu Alumni Housing Corporation, Tap Consulting, LLC Dba Genex Consulting, Private Client Services, LLC and Birkenholz Lp. Birkenholz maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in Missouri. Genex Consulting is an advisory firm that has its headquarters in Saint Louis, MO. It has $496 million in assets under management among its 2,187 customer accounts, placing it among the bigger financial advisory firms in the nation by assets under management. Of its 2,187 accounts, just 5% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The company has a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fees usually are based on the financial services offered. Fee types billed by Genex Consulting most likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Genex Consulting Brokerage Details
$496,332,340
19
2,187
$226,947
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Todd Birkenholz Work History
Todd has been registered as a financial advisor for 3 years.*
Tap Consulting, LLC Dba Genex Consulting
Private Client Services, LLC
Birkenholz Lp
Waddell & Reed Inc
Various Insurance Carriers For W&R Insurance Agencies
First Bank Inc
Missouri Mu Alumni Housing Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Todd Birkenholz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Genex Consulting
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
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