David Bromelkamp

Minneapolis, MN

Verified Identity

Allodium Investment Consultants

Years of Experience

37 years

Member Since

2022

Allow Me to Introduce Myself

Dave Bromelkamp is the founder of Allodium Investment Consultants, where he serves as president and CEO. Dave also serves on Allodium’s Executive Committee and Investment Committee. He has more than 33 years of investment management consulting experience with both institutional and individual invest...

Clientele

Inheritors

Parents of Special Needs Children

Retirees

Healthcare Workers

Attorneys & Paralegals

Corporate Executives

Partners at Law Firms

Doctors

Divorcees

High Net Worth Individuals

Wealthy Families

Business Owners

Nurses

Services Provided

Investment Management

Tax Planning

Estate Planning Strategies

Insurance

Specialties and Expertise

Cash Flow Analysis

Credit & Lending Needs

Debt Management

College Planning

Philanthropic Planning and Giving

High Net Worth Planning

Tax Minimization Inv...

Retirement Income

Business Ownership Strategies

Portfolio Construction

Endowments & Charities

Alternative Investments

Credentials and Designations

AIF®

Accredited Investment Fiduciary®

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Pricing Models

Flat FeeAUM

Disclosures and Proof of License

SEC Profile

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