David J. Bromelkamp

ALLODIUM INVESTMENT CONSULTANTS

Minneapolis, MN 55415-1151

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CRD#: 1886987

Professional summary

David John Bromelkamp, AIF® is a registered financial advisor currently at ALLODIUM INVESTMENT CONSULTANTS, LLC located in Minneapolis, Minnesota.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. David has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

AdvisorSmart, LLC, 4705 Fremont Avenue South, Minneapolis, MN 55419. Investment-related. Educational services and printed materials with a principal effort to publish and market a book about selecting a financial advisor. David Bromelkamp established AdvisorSmart, LLC on 3/30/18 and is the sole owner-operator; 16hrs/mo, none during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David John Bromelkamp's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

Experience

Current

January 16, 2014 - Present

ALLODIUM INVESTMENT CONSULTANTS, LLC

Office #1: 500 Washington Avenue South Suite 4400, Minneapolis, MN 55415-1151

RIA

CRD#: 135812

Minneapolis, MN

Past

March 8, 2002 - August 26, 2005

RBC CAPITAL MARKETS, LLC

RIA

CRD#: 31194

MINNEAPOLIS, MN

Past

March 2, 1998 - August 26, 2005

RBC CAPITAL MARKETS, LLC

CRD#: 31194

NEW YORK, NY

Past

November 23, 1988 - March 2, 1998

DAIN RAUSCHER INCORPORATED

CRD#: 7600

Past

October 19, 1988 - November 5, 1988

VAN CLEMENS & CO. INCORPORATED

CRD#: 6914

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ALLODIUM INVESTMENT CONSULTANTS, LLC

ALLODIUM INVESTMENT CONSULTANTS, LLC | TOUCHSTONE INVESTMENT CONSULTANTS, LLC

CRD#: 135812 / SEC#: 801-64508

RIA

Registered Investment Advisory firm - (7/7/2005 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Minnesota
(1/16/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/20/1993

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/20/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/15/1988

General Securities Representative Examination

Current Firm

ALLODIUM INVESTMENT CONSULTANTS, LLC

ALLODIUM INVESTMENT CONSULTANTS, LLC | TOUCHSTONE INVESTMENT CONSULTANTS, LLC

CRD#: 135812 / SEC#: 801-64508

RIA

Registered Investment Advisory firm - (7/7/2005 Approved)

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Contact information

Main Address

500 Washington Avenue South Suite 4400, Minneapolis, MN 55415-1151

Mailing Address

Phone number

(612) 230-3700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (2/5/2025)

Regulatory assets under management

Total Number of Accounts	676
AUM (Assets Under Management)	$ 416,610,113

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/09/2025	Cover Page	Report
08/07/2024	Cover Page	Report
12/14/2023	Cover Page	Report
01/31/2023	Cover Page	Report

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.

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David J. Bromelkamp

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David John Bromelkamp's CRS (Customer Relationship Summary).

Certified licenses

Experience

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

DAIN RAUSCHER INCORPORATED

VAN CLEMENS & CO. INCORPORATED

Primary Firm SEC Registration

ALLODIUM INVESTMENT CONSULTANTS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/20/1993

Series 63

Date: 10/20/1988

Series 7

Date: 10/15/1988

Current Firm

ALLODIUM INVESTMENT CONSULTANTS, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ALLODIUM INVESTMENT CONSULTANTS, LLC

TRUST BUT VERIFY

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