David Bromelkamp work email
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David Bromelkamp personal email
David Bromelkamp phone numbers
Christian, Catholic, husband, father, investor and financial advisor.As the Chief Executive Officer of Allodium Investment Consultants, I lead a team of talented, Fee-Only Financial Advisors who work to simplify and improve the financial lives of our clients. We are an independent Registered Investment Advisor (RIA) and we are unaffiliated with any bank, brokerage firm or any other provider of investment products. Allodium is a strong supporter of the National Association of Personal Financial Advisors (NAPFA) which is the country’s leading professional association of Fee-Only financial advisors—professionals who are committed to working in the best interests of those they serve. Contact me if you would like to learn more about our objective, fee-only financial advice.
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FounderAdvisorsmartMinneapolis, Mn, Us
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Founder And Chief Executive OfficerAllodium Investment Consultants Aug 2005 - PresentMinneapolis, Mn, UsChief Executive Officer of Allodium Investment Consultants. Dave is an experienced investment management consultant with over 30 years of experience working with both individual and institutional investors. Dave helps both individual and fiduciary investors to improve the effectiveness of their investment decision-making process. -
FounderAdvisorsmart Apr 2018 - PresentAdvisorSmart® is a consumer advocate working to help millions on investors to obtain more objective financial advice. As an investor advocate, we investors to understand the various types of financial advisors that are available to you in the marketplace. FIND AN ADVISOR WITH ADVISORSMART®. www.advisorsmart.comwww.AdvisorSmartBook.com
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Faculty MemberLorman Education Services May 2014 - PresentEau Claire, Wi, UsLorman Education Services held its first continuing education seminar in 1987. Since then, Lorman seminars have kept businesses (and the professionals who serve them) current in the rapidly changing regulatory environment. I am a Lorman instructor who specializes in the best practices in the area of fiduciary investment management for foundations, endowments, nonprofit organizations as well as both personal trusts and charitable trusts. My presentations focus on the improvement of the investment decision-making process for trustees, investment committees and nonprofit board members. -
Specialty Group Leader - Foundations & EndowmentsThe Center For Board Certified Fiduciaries (Cbcf) Mar 2022 - Dec 2024Stonington, Ct, UsThe Center for Board Certified Fiduciaries™ (CBCF™) is a Public Benefit Corporation (PBC) founded and funded by fiduciary advocates to engage in the development of fiduciary standards and the delivery of fiduciary training programs. The CBCF™ is affiliated with a leading university to provide a graduate-level certificate in fiduciary leadership, stewardship, and governance, and to develop the curricula for the first master’s and Ph.D. program that includes a concentration in fiduciary responsibility. Learn more at www.c-bcf.com -
Founding MemberThe Center For Board Certified Fiduciaries (Cbcf) Oct 2020 - Dec 2024Stonington, Ct, UsThe Center for Board Certified Fiduciaries™ (CBCF™) is a Public Benefit Corporation (PBC) founded and funded by fiduciary advocates to engage in the development of fiduciary standards and the delivery of fiduciary training programs. The CBCF™ is affiliated with a leading university to provide a graduate-level certificate in fiduciary leadership, stewardship, and governance, and to develop the curricula for the first master’s and Ph.D. program that includes a concentration in fiduciary responsibility. Learn more at www.c-bcf.com
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TreasurerThe Center For Board Certified Fiduciaries (Cbcf) Mar 2022 - Sep 2022Stonington, Ct, UsThe Center for Board Certified Fiduciaries™ (CBCF™) is a Public Benefit Corporation (PBC) founded and funded by fiduciary advocates to engage in the development of fiduciary standards and the delivery of fiduciary training programs. The CBCF™ is affiliated with a leading university to provide a graduate-level certificate in fiduciary leadership, stewardship, and governance, and to develop the curricula for the first master’s and Ph.D. program that includes a concentration in fiduciary responsibility. Learn more at www.c-bcf.com
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Board MemberThe Center For Board Certified Fiduciaries (Cbcf) Mar 2022 - Sep 2022Stonington, Ct, UsThe Center for Board Certified Fiduciaries™ (CBCF™) is a Public Benefit Corporation (PBC) founded and funded by fiduciary advocates to engage in the development of fiduciary standards and the delivery of fiduciary training programs. The CBCF™ is affiliated with a leading university to provide a graduate-level certificate in fiduciary leadership, stewardship, and governance, and to develop the curricula for the first master’s and Ph.D. program that includes a concentration in fiduciary responsibility. Learn more at www.c-bcf.com
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Adjunct Instructor In FinanceUniversity Of St. Thomas 2004 - 2007St. Paul, Minnesota, UsTaught Financial Management to graduate students in the evening MBA program for the Opus College of Business. -
Senior Vice PresidentRbc Dain Rauscher Aug 1988 - Aug 2005Toronto, Ontario, CaLed an investment management consulting team that provided investment consulting services to institutional and individual investors. -
Staff AccountantStirtz, Bernards & Company Sep 1986 - May 1988Milwaukee, Wi, UsProvided general income tax, auditing and accounting services for both individual and corporate clients. Supported lead income tax, auditing and accounting partners in delivering accounting services to a diverse client base.
David Bromelkamp Skills
David Bromelkamp Education Details
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Saint John'S UniversityBusiness Administration - Accounting Concentration -
University Of St. ThomasInternational Management
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Rochester Lourdes High School
Frequently Asked Questions about David Bromelkamp
What company does David Bromelkamp work for?
David Bromelkamp works for Advisorsmart
What is David Bromelkamp's role at the current company?
David Bromelkamp's current role is Founder.
What is David Bromelkamp's email address?
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What is David Bromelkamp's direct phone number?
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What schools did David Bromelkamp attend?
David Bromelkamp attended Saint John's University, University Of St. Thomas, Rochester Lourdes High School.
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David Bromelkamp has interest in Social Services, Economic Empowerment, Education, Poverty Alleviation, Science And Technology.
What skills is David Bromelkamp known for?
David Bromelkamp has skills like Investments, Asset Allocation, Wealth Management, Retirement Planning, Trusts, Asset Management, Investment Strategies, Portfolio Management, Due Diligence, Investment Policy, Investment Policy Statements, Investment Planning.
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