Advisor at Kodiak Investment Management LLC
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Firm
Kodiak Investment Management LLC
Location
Aitkin, MN 56431
Credentials
Series 66
Industry experience
6 years
Paul Bryan Zenke is a financial advisor at Kodiak Investment Management LLC with over 16 years at the firm and 20 years of industry experience. He holds a Series 66 designation. In addition to his advisory work, Zenke maintains an estate and elder law practice and serves as president of St. Johns Lutheran Church. He also teaches at the University of Phoenix. Kodiak Investment Management provides discretionary portfolio management and financial advisory services primarily to individual clients, using Modern Portfolio Theory and additional risk models to tailor tax-aware portfolios. The firm manages under $1 million in assets for a small client base and typically employs broad asset-class vehicles such as ETFs and pooled funds.
$0 - $100,000: 2.00% $100,000 - $250,000: 1.75% $250,000 - $1,000,000: 1.5% $1,000,000 - $5,000,000: 1.25% $5,000,000+: 1.00%
Fee-only: Kodiak is a fee-only advisor; no commissions or other compensation from product sales.
29670 440 Th Ave
Aitkin, MN 56431
Minnesota
Kodiak Investment Management
2010 - Present (16 years)
Next Financial Group Inc
2006 - Present (20 years)
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