Join the Early Client List (January 2026)
Joe Mikuls is actively pursuing his Series 65, with the goal of accepting investment advisory clients starting January 2026. If you’d like to connect ahead of the launch, share a few details below and we’ll reach out as soon as onboarding opens.
(Transparency matters at Birdie: until licensure is complete, we’re not offering investment advice—just conversations to see if we’re a fit.)
Birdie Financial is preparing to offer investment advisory services pending Series 65 completion. Prior to licensure, all communications are educational and not individualized investment advice.