David Bromelkamp

President and Chief Executive Officer and Chief Investment Officer

Since 2005, David Bromelkamp has been working in Allodium Investment Consultants. This person is a high-skilled President & CEO with over 22 years of work experience. According to David's resume and work profile, the professional has worked at more than five companies with diverse backgrounds and gained various skills. David attended school at the University of Saint Thomas - School of Business from 1984 to 1989. This expert has professional certification in Accredited Investment Fiduciary (Aif) and License 3292. David Bromelkamp can be found in Minneapolis, Minnesota – where this person is currently located. You can search for their email address and phone number. We can also provide you exhaustive contact information upon request.
Name variants:
Daved Bromelkamp, Dayvid Bromelkamp, Dave Bromelkamp, Davey Bromelkamp, Davie Bromelkamp, Davy Bromelkamp
Last updated Apr 19, 2024

Contact Information

Last Update
Jun 30, 2022
Email
db**@aicria.com, da**@aicria.com
Location
Minneapolis, MN

Workplace

Allodium Investment Consultants
President & CEO

Minneapolis, MN

Industry

Investment Management, Business Consulting Services

Work History

President & CEO

Greater Minneapolis-St. Paul Area
Chief Executive Officer; Chief Investment Officer; Chief Compliance Officer
from Aug 2005

Advisory Board Member

Greater Minneapolis-St. Paul Area
from Jan 2004

Adjunct Instructor in Finance - Opus College of Business

Teaching Financial Management to graduate students in the evening MBA program.
2004 — 2007

Senior Vice President

Greater Minneapolis-St. Paul Area
Led a team that provided investment consulting services to institutional and individual investors.
Aug 1988 — Aug 2005

Staff Accountant

General income tax, auditing and accounting services for both individual and corporate clients. Support lead income tax, auditing and accounting partners in delivering accounting services t...
Sep 1986 — May 1988

Occupations

Executive
Chief Executive Officer
Chief Investment Officer
Chairperson
Director of Quality Control
Board Member
Corporate Executive
Chief Executive
Management Analysts
Compliance Manager
Management Team Executive
Operations Manager

Skills

Investments
Asset Allocation
Wealth Management
Retirement Planning
Trusts
Asset Management
Investment Strategies
Portfolio Management
Due Diligence
Investment Policy
Investment Policy Statements
Investment Planning
Investment Decision Making Process Management
Due Diligence Research
Investment Fiduciary Consulting
Fee Only Financial Advice
Finance
Financial Planning
Investment Management
Financial Advisory
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