Kimberly A. Hamlin

ALLODIUM INVESTMENT CONSULTANTS

Minneapolis, MN 55415-1151

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CRD#: 6464138

Professional summary

Kimberly Ann Hamlin, who also goes by Kim Hamlin, Kimberly Ann Martin, is a registered financial advisor currently at ALLODIUM INVESTMENT CONSULTANTS, LLC located in Minneapolis, Minnesota.

Kimberly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Kimberly has worked at 9 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kim Hamlin | Kimberly Ann Martin

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. NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 20 WASHINGTON AVE S SUITE 150; MINNEAPOLIS; MN; 55401; Fixed Insurance Sales; Independent Insurance Agent; 1/5/2021; 160; 160; SALES OF FIXED INSURANCE PRODUCTS; 2. NAME OF ENTITY:STEIN FINANCIAL GROUP; Yes; SAME AS REGISTERED LOCATION; FINANCIAL SERVICES/DBA; ASSOCIATE; 1/5/2021; 160; 160; MANAGING OPERATIONS, SERVICING CLIENTS AND ASSIST REPS; 3. NAME OF OTHER BUSINESS: PROWEALTH FINANCIAL; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 10/2023, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kimberly Ann Hamlin'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®

None

Experience

Current

December 13, 2024 - Present

ALLODIUM INVESTMENT CONSULTANTS, LLC

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

RIA

CRD#: 135812

Minneapolis, MN

Past

June 29, 2023 - January 17, 2024

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

MAPLE GROVE, MN

Past

June 9, 2021 - June 29, 2023

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

MAPLE GROVE, MN

Past

June 9, 2021 - January 17, 2024

CETERA WEALTH SERVICES, LLC

CRD#: 13572

MAPLE GROVE, MN

Past

January 6, 2021 - June 9, 2021

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

St Louis Park, MN

Past

January 5, 2021 - June 9, 2021

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

St Louis Park, MN

Past

January 13, 2020 - November 24, 2020

J. W. COLE ADVISORS, INC.

RIA

CRD#: 112294

Colorado Springs, CO

Past

January 13, 2020 - November 24, 2020

J.W. COLE FINANCIAL, INC.

CRD#: 124583

Colorado Springs, CO

Past

December 5, 2018 - December 31, 2019

FBL WEALTH MANAGEMENT, LLC

RIA

CRD#: 291396

West Des Moines, IA

Past

October 6, 2017 - December 6, 2018

EQUITRUST INVESTMENT MANAGEMENT SERVICES, INC.

RIA

CRD#: 5308

West Des Moines, IA

Past

May 7, 2015 - December 31, 2019

FBL MARKETING SERVICES, LLC

CRD#: 5309

SIDNEY, MT

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
(12/13/2024)

IAR

Missouri
(10/28/2025)

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: 10/5/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/12/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 6/25/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 5/7/2015

Investment Company Products/Variable Contracts 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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Advisor Monitoring

Firm Stability Insights

Kimberly A. Hamlin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kimberly Ann Hamlin's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA INVESTMENT ADVISERS LLC

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

J. W. COLE ADVISORS, INC.

J.W. COLE FINANCIAL, INC.

FBL WEALTH MANAGEMENT, LLC

EQUITRUST INVESTMENT MANAGEMENT SERVICES, INC.

FBL MARKETING SERVICES, LLC

Primary Firm SEC Registration

ALLODIUM INVESTMENT CONSULTANTS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/5/2017

Series 63

Date: 9/12/2015

Series 7TO

Date: 6/25/2019

SIE

Date: 10/1/2018

Series 6

Date: 5/7/2015

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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