Aaron David Kolkman
CFP®Professional Summary
Aaron David Kolkman, CFP®, who also goes by Aaron D Kolkman, is a registered financial advisor currently at FIDERE ADVISORS located in Minnetonka, Minnesota. Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Aaron has worked at 13 firms and has passed the Series 66, Series 63, Series 7, Series 6 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Aaron D Kolkman
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
25 years in the financial services industry
Current & Past Employments
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Current Firm
FIDERE | RAPACKI & CO ADVISORY | FIDERE ADVISORS, LLC | FIDERE ADVISORS
Contact Information
Main Address
13100 Wayzata Blvd Suite 330, Minnetonka, MN 55305Mailing Address
13100 Wayzata Blvd Suite 330, Minnetonka, MN 55305Phone Number
(833) 234-3373# of Employees
3Documents
Regulatory Assets Under Management
Total Number of Accounts
135AUM (Assets Under Management)
$24,504,066Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(12/31/2023)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jan 2001About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Aaron David Kolkman's CRS (Customer Relationship Summary).
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