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Kimberly Ann Hamlin

Investment Adviser Representative at ALLODIUM INVESTMENT CONSULTANTS, LLC

Minneapolis, MNCRD #6464138Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
10 yrs
States Registered
2 states
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Kimberly Ann Hamlin has worked in the securities industry since 2016. They have passed the Series 65, 63, 7, and 6 examinations. They are registered to provide investment advisory services in Minnesota and Missouri.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
MinnesotaMissouri
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 10/5/2017
Series 63
Uniform Securities Agent State Law Examination
Passed 9/12/2015
Series 7
General Securities Representative Examination
Passed 6/25/2019
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 5/7/2015

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Standard (Wealth/Fiduciary Management)1.00%
Allodium Portfolios platform1.00%
Account minimum: $1,000,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Allodium Investment Consultants, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ALLODIUM INVESTMENT CONSULTANTS, LLCCurrent
12/13/2024Minneapolis, MN
CETERA INVESTMENT ADVISERS LLC
6/29/20231/17/2024Maple Grove, MN
CETERA ADVISOR NETWORKS LLC
6/9/20216/29/2023Maple Grove, MN
VOYA FINANCIAL ADVISORS, INC.
1/6/20216/9/2021St Louis Park, MN
J. W. COLE ADVISORS, INC.
1/13/202011/24/2020Colorado Springs, CO
FBL WEALTH MANAGEMENT, LLC
12/5/201812/31/2019West Des Moines, IA
FBL INVESTMENT MANAGEMENT SERVICES, INC.
10/6/201712/6/2018West Des Moines, IA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at ALLODIUM INVESTMENT CONSULTANTS, LLC

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View ALLODIUM INVESTMENT CONSULTANTS, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kimberly Ann Hamlin has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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