Paul-bryan J. Zenke

KODIAK INVESTMENT MANAGEMENT LLC

Aitkin, MN 56431

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CRD#: 3254506

Professional summary

Paul-bryan Joel Zenke, who also goes by Paulbryan J Zenke, Paulbryan Joel Zenke, is a registered financial advisor currently at KODIAK INVESTMENT MANAGEMENT LLC located in Aitkin, Minnesota.

Paul-bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Paul-bryan has worked at 4 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Paulbryan J Zenke | Paulbryan Joel Zenke

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)KODIAK INVESTMENT MANAGEMENT (DBA, CORP); INVESTMENT SALES, INSURANCE, ADVISORY; 70% TIME SPENT; 100% OWNERSHIP; CONTINUOUS TERM; $100K/YR COMP 2) Zenke Estate Planning and Elder Law PLLC Legal ACTIVITES; 30% TIME SPENT ; full OWNERSHIP; COMP 3) ST. JOHNS LUTHERAN CHURCH (NON PROFIT); PRESIDENT; 5% TIME SPENT ; NO OWNERSHIP; NO COMP 4) UNIVERSITY OF PHOENIX (CORP); TEACHER, EMPLOYEE; 20% TIME SPENT; NO OWNERSHIP; CONTINUOUS TERM; COMP VARIES 5) WOODS @ OTTERBELLY TOWNHOME ASSOCIATION (NON PROFIT); PRESIDENT/OFFICER; 1% TIME SPENT; NO OWNERSHIP; CONTINUOUS TERM; NO COMP 6) CEDAR LAKE NORWEGIAN LUTHERAN CHURCH (NON PROFIT); TREASURER/OFFICER; 1% TIME SPENT; NO OWNERSHIP; CONTINUOUS TERM; NO COMP

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul-bryan Joel Zenke's 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®

None

Experience

Current

June 22, 2023 - Present

KODIAK INVESTMENT MANAGEMENT LLC

Office #1: 29670 440th Ave, Aitkin, MN 56431

RIA

CRD#: 152925

Aitkin, MN

Past

February 14, 2018 - December 31, 2021

KODIAK INVESTMENT MANAGEMENT LLC

RIA

CRD#: 152925

AITKIN, MN

Past

March 21, 2006 - July 2, 2010

NEXT FINANCIAL GROUP, INC.

CRD#: 46214

AITKIN, MN

Past

December 19, 2000 - March 24, 2006

INVESTMENT CENTERS OF AMERICA, INC.

CRD#: 16443

APPLETON, WI

Past

August 13, 1999 - September 5, 2000

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

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
(6/22/2023)

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 66

Date: 9/16/1999

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 8/13/1999

General Securities Representative Examination

Current Firm

KODIAK INVESTMENT MANAGEMENT LLC

KODIAK INVESTMENT MANAGEMENT | KODIAK INVESTMENT MANAGEMENT LLC

CRD#: 152925 / SEC#:

Minnesota

Registered Investment Advisory firm - (12/31/2021 Approved)

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Contact information

Main Address

29670 440th Ave, Aitkin, MN 56431

Mailing Address

Phone number

(218) 820-8079

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	22
AUM (Assets Under Management)	$ 859,000

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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Paul-bryan J. Zenke

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul-bryan Joel Zenke's CRS (Customer Relationship Summary).

Certified licenses

Experience

KODIAK INVESTMENT MANAGEMENT LLC

KODIAK INVESTMENT MANAGEMENT LLC

NEXT FINANCIAL GROUP, INC.

INVESTMENT CENTERS OF AMERICA, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 9/16/1999

Series 7

Date: 8/13/1999

Current Firm

KODIAK INVESTMENT MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

KODIAK INVESTMENT MANAGEMENT LLC

TRUST BUT VERIFY

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