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KR

Kathleen M. Rodine

Some features on this profile are disabled
CRD#: 1626793
KR

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Kathleen Marie Rodine, who also goes by Kathleen Ondov, Kathy Marie Rodine, was a registered financial professional .

Kathleen is a previously registered financial professional and started their career in finance in 1996. Kathleen had worked at 11 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Kathleen Ondov | Kathy Marie Rodine

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1)3/21/18-Bemer Group- Independent Distributor - Non-Inv. Related- Eden Prairie, MN - 5hrs/moth - 1% 2)3/21/18- Rodine Family Trust- trustee- Act in a Fiduciary Capacity- Inv.Related- Oakes, ND- 0%

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

January 28, 2020 - January 24, 2024

BOULEVARD

RIA
CRD#: 164423
BLOOMINGTON, MN
Past

March 21, 2018 - July 2, 2019

LPL FINANCIAL LLC

RIA
CRD#: 6413
BLOOMINGTON, MN
Past

March 21, 2018 - July 2, 2019

LPL FINANCIAL LLC

BD
CRD#: 6413
BLOOMINGTON, MN
Past

December 19, 2013 - March 14, 2018

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
BLOOMINGTON, MN
Past

December 19, 2006 - March 14, 2018

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
BLOOMINGTON, MN
Past

September 29, 2006 - December 18, 2006

LPL FINANCIAL LLC

BD
CRD#: 6413
BLOOMINGTON, MN
Past

January 9, 2004 - July 3, 2006

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

January 9, 2004 - July 17, 2006

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
EDINA, MN
Past

August 9, 2001 - September 19, 2003

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
ST. PAUL, MN
Past

August 9, 2001 - September 19, 2003

CRI SECURITIES, LLC

BD
CRD#: 22589
ST. PAUL, MN
Past

March 16, 1998 - June 26, 2001

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA
Past

June 6, 1997 - December 31, 1997

EQUITY SERVICES, INC.

BD
CRD#: 265
MONTPELIER, VT
Past

December 23, 1996 - May 13, 1997

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

December 23, 1996 - May 13, 1997

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 12/8/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/9/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/20/1996
General Securities Representative Examination

Current Firm

BO
BOULEVARD
BOULEVARD | RAPACKI & CO. ADVISORY | BOULEVARD WEALTH MANAGEMENT, LLC | BOULEVARD WEALTH MANAGEMENT, INC. | BOULEVARD WEALTH | BOULEVARD ADVISORS

CRD#: 164423 / SEC#: 801-134380

Minnesota
Registered Investment Advisory firm - (10/31/2012 Approved)
Nebraska
Registered Investment Advisory firm - (12/23/2020 Terminated)
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Contact information

Main Address
7825 Washington Avenue Suite 100, Bloomington, MN 55439
Mailing Address
Phone number
(877) 664-2583
Established
Firm type
Fiscal year end
# of Employees
5

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV2A AND ADV2B (8/20/2025)

Regulatory assets under management

Total Number of Accounts932
AUM (Assets Under Management)$ 112,880,711

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BOULEVARD

CRD#: 164423

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