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David Bromelkamp | Financial Advisor

Profile img for David Bromelkamp, financial advisor at Allodium Investment Consultants
Minneapolis, MN
David Bromelkamp
Financial Advisor
Allodium Investment Consultants

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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 investors. Dave was formerly a senior vice president with RBC Dain Rauscher for 18 years, where he led a team of investment management consultants providing investment advisory services to both fiduciary clients and accredited investors. He was a founding member of the Senior Consulting Group at RBC Dain Rauscher, which represented a group of the firm's leading investment management consultants. He has been admitted as a member of the Center for Board Certified Fiduciaries™ (CBCF™) and holds the professional designation of Board Certified Fiduciary™ (BCF™). This designation represents peer acknowledgment of his professional knowledge, skills, work experience and special expertise in the following fiduciary fields of specialization: ESG/SRI and Foundations & Endowments. Dave holds the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies and was one of the founding members of the Minnesota Fiduciary Roundtable, established by graduates of the Center for Fiduciary Studies as an open forum for sharing and promoting fiduciary standards and best practices. Dave speaks frequently to professional trade associations on the best practices of fiduciary investment management. He has taught continuing professional education courses on fiduciary investment management for the Minnesota Society of Certified Public Accountants (MNCPA) and the Minnesota State Bar Association. He has also taught graduate courses as an adjunct instructor in finance at the Opus College of Business at the University of St. Thomas. Dave has served as a director on the boards of both the Minnesota Society of Certified Public Accountants and Catholic Charities of St. Paul & Minneapolis. He is currently a member of the Planned Giving Committee at St. John’s University in Collegeville, Minnesota and serves as a founding member and director on the board of the Center for Board Certified Fiduciaries™ (CBCF™).
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Specialties and Expertise

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Cash Flow Analysis
Credit & Lending Needs
Debt Management
College Planning
Philanthropic Planning and Giving
High Net Worth Planning
Tax Minimization Investment Strategies
Retirement Income
Business Ownership Strategies
Portfolio Construction
Endowments & Charities
Alternative Investments

Clientele

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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

Credentials and Designations

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Accredited Investment Fiduciary®

Quick Facts About David
Years of Experience:37 yearsMember since:2022

Services Provided

How I help my clients

Investment Management

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Tax Planning

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Estate Planning Strategies

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Insurance

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Pricing Models

Flat Fee
AUM

Proof of License

BrokerCheck
SEC Profile
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Minneapolis, MN
David Bromelkamp
Financial Advisor
Allodium Investment Consultants
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