Derek J. Van Calligan
ALLODIUM INVESTMENT CONSULTANTS
Parker, CO
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CRD#: 6508171
Derek John Van CalliganALLODIUM INVESTMENT CONSULTANTS
Professional summary
Derek John Van Calligan, CFP® is a registered financial advisor currently at ALLODIUM INVESTMENT CONSULTANTS, LLC located in Parker, Colorado.
Derek is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Derek has worked at 2 firms .
At a Glance
Always Fiduciary
Min. Asset: Under $50K
Services Offered
Investment Planning
Retirement Planning
Socially Responsible Investing
Comprehensive Financial Planning
Specializations
Charitable Giving
Estate & Generational Planning Issues
Investment Advice with Ongoing Management
Retirement Planning & Distribution Rules
Socially Responsible Investments
Tax Planning
Biography
To further his professional development, he earned the Retirement Income Certified Professional (RICP®) designation through the American College of Financial Services, as well as the Certified Investment Management Analyst (CIMA®) certification, which is administered by the Investments & Wealth Institute and taught in conjunction with the Yale School of Management. In addition, he completed the Chartered SRI Counselor (CSRIC®) program administered by the College for Financial Planning to deepen his knowledge of sustainable and responsible investment strategies. This is a graduate level course designed to provide investment professionals with a foundation of knowledge of the history, definitions, trends, portfolio construction principles, fiduciary responsibilities, and best practices for sustainable, responsible, and impact (SRI) investments.
Prior to joining Allodium, Derek was a financial planner at a financial planning firm in Denver, Colorado, and also served on the investment committee developing investment portfolios for clients.
Derek currently resides in Colorado with his wife, Kelly. They enjoy spending time outdoors hunting, fishing, and exploring the countryside with their dog Hank.
Aliases
None
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 Derek John Van Calligan'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: 2017
Experience
Current
December 21, 2019 - Present
ALLODIUM INVESTMENT CONSULTANTS, LLC
RIA
CRD#: 135812
Parker, CO
Past
August 21, 2018 - October 22, 2019
SHARKEY HOWES & JAVER INC
RIA
CRD#: 106050
DENVER, CO
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
Colorado(12/14/2021)
IAR
Minnesota(12/21/2019)
Exams
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)Loading...
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 | 831 |
| AUM (Assets Under Management) | $ 576,759,336 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/09/2025 | ||
| 08/07/2024 | ||
| 12/14/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
