Aaron D. Kolkman

FIDERE ADVISORS

Minnetonka, MN 55305

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CRD#: 4334965

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Aaron D Kolkman

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.

Aaron Kolkman is a Life/Health insurance agent [MN Resident Agent License # 20257232, National Insurance Producer Registry (NIPR) #6931578], and as such may receive commissions for the sale of the following lines of insurance: Life, Disability, and Long-term Care. General activities include: general estate planning, trust funding, business succession planning, and deferred compensation structuring. Aaron Kolkman is the sole owner of Fidere Media, LLC, which holds the copyright, distribution, and other rights and trademark for The Life Cycle of Wealth (TM) materials. Fidere Media also conducts business as a provider of web, radio, and other associated with the financial services industry. Fidere Media, LLC is unrelated to the business of FIDERE. This activity is done about 5 hours per week, since starting in 2013.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron David Kolkman'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®

CFP^®

Certified Financial Planner

Start date: 2013

Experience

Current

December 31, 2023 - Present

FIDERE ADVISORS

Office #1: 13100 Wayzata Blvd Suite 330, Minnetonka, MN 55305

RIA

CRD#: 312675

Minnetonka, MN

Past

May 26, 2021 - December 31, 2023

FIDERE ADVISORS

RIA

CRD#: 312675

MINNETONKA, MN

Past

January 29, 2014 - December 8, 2022

BOULEVARD

RIA

CRD#: 164423

EDEN PRAIRIE, MN

Past

April 8, 2013 - December 31, 2013

BOULEVARD

RIA

CRD#: 164423

MINNETONKA, MN

Past

January 5, 2011 - February 13, 2013

ALLSTATE FINANCIAL SERVICES, LLC

CRD#: 18272

EDINA, MN

Past

April 29, 2010 - August 5, 2010

LPL FINANCIAL LLC

RIA

CRD#: 6413

ST. LOUIS, MO

Past

November 28, 2008 - August 5, 2010

LPL FINANCIAL LLC

CRD#: 6413

ST. LOUIS, MO

Past

December 2, 2004 - December 11, 2008

M&I FINANCIAL ADVISORS, INC

CRD#: 16517

CHANDLER, AZ

Past

February 3, 2004 - November 30, 2004

BBVA COMPASS INVESTMENT SOLUTIONS, INC

CRD#: 17086

BIRMINGHAM, AL

Past

September 19, 2003 - January 29, 2004

BANC ONE SECURITIES CORPORATION

CRD#: 16999

CHICAGO, IL

Past

June 9, 2003 - September 3, 2003

VOYA INVESTMENTS DISTRIBUTOR, LLC

CRD#: 37886

WINDSOR, CT

Past

July 16, 2002 - October 14, 2002

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

July 16, 2002 - June 2, 2003

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Past

August 27, 2001 - July 3, 2002

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

SAINT PAUL, MN

Past

March 12, 2001 - March 26, 2001

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

MILWAUKEE, WI

Past

January 22, 2001 - March 26, 2001

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MILWAUKEE, WI

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
(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

State Security Law Exam

IAR

Series 66

Date: 4/26/2010

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/24/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/26/2002

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/19/2001

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/22/2009

General Securities Principal Examination

Current Firm

FIDERE ADVISORS

FIDERE | RAPACKI & CO ADVISORY | FIDERE ADVISORS, LLC | FIDERE ADVISORS

CRD#: 312675 / SEC#:

Minnesota

Registered Investment Advisory firm - (12/31/2023 Approved)

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Contact information

Main Address

13100 Wayzata Blvd Suite 330, Minnetonka, MN 55305

Mailing Address

13100 Wayzata Blvd Suite 330, Minnetonka, MN 55305

Phone number

(833) 234-3373

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	189
AUM (Assets Under Management)	$ 25,688,317

Red Flags

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

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Advisor Monitoring

Firm Stability Insights

Aaron D. Kolkman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron David Kolkman's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDERE ADVISORS

BOULEVARD

BOULEVARD

ALLSTATE FINANCIAL SERVICES, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

M&I FINANCIAL ADVISORS, INC

BBVA COMPASS INVESTMENT SOLUTIONS, INC

BANC ONE SECURITIES CORPORATION

VOYA INVESTMENTS DISTRIBUTOR, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

U.S. BANCORP INVESTMENTS, INC.

ROBERT W. BAIRD & CO. INCORPORATED

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/26/2010

Series 63

Date: 1/24/2001

Series 7

Date: 9/26/2002

Series 6

Date: 1/19/2001

Series 24

Date: 7/22/2009

Current Firm

FIDERE ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FIDERE ADVISORS

TRUST BUT VERIFY

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