Derek Van Calligan

Investment Consultant at Allodium Investment Consultants - Minneapolis, MN, US

Derek Van Calligan's Colleagues at Allodium Investment Consultants

Suzanne CFP

Director of Financial Planning and Senior Investment Consultant

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Suzanne Tudor

Director of Financial Planning and Senior Investment Consultant

Contact Suzanne Tudor

Dawn Coughlin

Operations Associate

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Victoria Simpson

Client Service Associate

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David Bromelkamp

President and CEO

Contact David Bromelkamp

Eric Hutchens

Chief Investment Officer & Senior Investment Consultant

Contact Eric Hutchens

Naomi Black

Client Service Associate

Contact Naomi Black

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Derek Van Calligan's Contact Details

Email (Verified)
***@allodium.com

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Mobile Number
(XXX) XXX-XXXX

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HQ
612-230-3701

Location
Minneapolis, Minnesota, United States

Company
Allodium Investment Consultants

Derek Van Calligan's Company Details

Allodium Investment Consultants

Minneapolis, MN, US • 20 - 49 Employees
Investment Bank/Securities Brokerage

Allodium Investment Consultants is a fee-only investment management consulting firm that provides investment management services to both individual and institutional investors. Advisory services include Wealth Management, Fiduciary Management, Investment Management Consulting, Financial Planning and Fiduciary Consulting. The firm is a member of the National Association of Personal Financial Advisors (NAPFA) and provides fee-only financial advice that supports the fiduciary standard of care. Allodium is the first Minneapolis-based investment advisor to be certified by CEFEX to follow the fiduciary best practices in the "Prudent Practices for Investment Advisors" published by Fi360. The firm was established as an independent Registered Investment Advisor in 2005. Learn more at www.allodium.com.

Discretionary Investment Management Fiduciary Management Wealth Management Financial Planning Fiduciary Consulting Investment Management Consulting Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management

Details about Allodium Investment Consultants

Frequently Asked Questions about Derek Van Calligan

Derek Van Calligan currently works for Allodium Investment Consultants.

Derek Van Calligan's role at Allodium Investment Consultants is Investment Consultant.

Derek Van Calligan's email address is ***@allodium.com. To view Derek Van Calligan's full email address, please signup to ConnectPlex.

Derek Van Calligan works in the Investment Bank/Securities Brokerage industry.

Derek Van Calligan's colleagues at Allodium Investment Consultants are Suzanne CFP, Suzanne Tudor, Dawn Coughlin, Victoria Simpson, David Bromelkamp, Eric Hutchens, Naomi Black and others.

Derek Van Calligan's phone number is 612-230-3701