Saul R. Baumann
ALLODIUM INVESTMENT CONSULTANTS
Minneapolis, MN 55415-1151
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CRD#: 6016404
Professional summary
Saul Robert Baumann, AIF®, CFP®, who also goes by Saul Baumann, is a registered financial advisor currently at ALLODIUM INVESTMENT CONSULTANTS, LLC located in Minneapolis, Minnesota.
Saul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Saul has worked at 4 firms and has passed the Series 65, Series 63, Series 6TO and Series 6 exams.
Biography
Saul came to Allodium with over eight years of experience in financial planning and investment consulting roles in Twin Cities firms. Saul spent a year at Colorado College, before transferring to and earning a bachelor’s degree at Carleton College. He has also earned the Certified Financial Planner (CFP®) designation sponsored by the Certified Financial Planner Board of Standards.
To further his professional development and to help him better service clients, he has also been awarded the Accredited Investment Fiduciary® (AIF®) Designation, sponsored by the Center for Fiduciary Studies.
Away from work, you’ll find Saul enjoying time with his wife, Khara, and their daughter, Brielle. They live on a family hobby farm in the western suburbs, where they enjoy the outdoors and maintain a large vegetable garden. The garden supports Saul’s passion for cooking and exploring heirloom vegetables. He was a Master Gardener for a number of years, volunteering to help other gardeners with their toughest issues. Saul has been a downhill ski racing coach and enjoys other outdoor activities including canoeing, camping, and photography.
Question & Answer
What are your service offerings?
Retirement Planning
Tax Planning
Estate Planning
Retirement Income Management
Comprehensive Financial Planni...
Investment Planning
Do you have an area of expertise or specialization?
Charitable Giving
Estate & Generational Planning...
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Socially Responsible Investmen...
Tax Planning
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Saul Baumann
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Saul Robert Baumann'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®
Start date: 2016
Experience
Current
January 22, 2021 - Present
ALLODIUM INVESTMENT CONSULTANTS, LLC
Office #1: 500 Washington Avenue South Suite 4400, Minneapolis, MN 55415-1151RIA
CRD#: 135812
Minneapolis, MN
Past
August 10, 2020 - January 29, 2021
SECURITIES AMERICA, INC.
BD
CRD#: 10205
MINNEAPOLIS, MN
Past
March 31, 2014 - April 26, 2020
LAUREL WEALTH PLANNING
RIA
CRD#: 122035
EDINA, MN
Past
February 29, 2012 - October 31, 2013
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
MINNEAPOLIS, MN
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(1/22/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 8/8/2020
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
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)Upgrade to AdvisorCheck Premium
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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
12
SEC notice filing (5 States and Territories)
Documents
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 | ||
| 08/07/2024 | ||
| 12/14/2023 | ||
| 01/31/2023 |
Red Flags
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Company Information
ALLODIUM INVESTMENT CONSULTANTS, LLC
CRD#: 135812Minneapolis, MN 55415-1151TRUST BUT VERIFY
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Contact information
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