Saul Baumann

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

Saul Baumann's Colleagues at Allodium Investment Consultants
Derek Van Calligan

Investment Consultant

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Suzanne CFP

Director of Financial Planning and Senior Investment Consultant

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Suzanne Tudor

Director of Financial Planning and Senior Investment Consultant

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Dawn Coughlin

Operations Associate

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Victoria Simpson

Client Service Associate

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David Bromelkamp

President and CEO

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Eric Hutchens

Chief Investment Officer & Senior Investment Consultant

Contact Eric Hutchens

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Saul Baumann'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
Company
Allodium Investment Consultants
Saul Baumann's Company Details
Allodium Investment Consultants logo, Allodium Investment Consultants contact 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
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Frequently Asked Questions about Saul Baumann
Saul Baumann currently works for Allodium Investment Consultants.
Saul Baumann's role at Allodium Investment Consultants is Investment Consultant.
Saul Baumann's email address is ***@allodium.com. To view Saul Baumann's full email address, please signup to ConnectPlex.
Saul Baumann works in the Investment Bank/Securities Brokerage industry.
Saul Baumann's colleagues at Allodium Investment Consultants are Derek Van Calligan, Suzanne CFP, Suzanne Tudor, Dawn Coughlin, Victoria Simpson, David Bromelkamp, Eric Hutchens and others.
Saul Baumann's phone number is 612-230-3701
See more information about Saul Baumann