Advisors at this firm
Derek V
CFP®
Parker, CO
Allodium Investment Consultants, LLC
Derek Van Calligan is a CFP® professional with seven years of industry experience. He has worked at Allodium Investment Consultants since 2019, following prior roles at Sharkey, Howes & Javer, Ellenbecker Investment Group, Inc., and Clifton Larson Allen Wealth Advisors. Allodium Investment Consultants serves individual and institutional clients, offering discretionary investment management, financial planning, and fiduciary consulting. The firm emphasizes broadly diversified, low-cost, tax-aware strategies primarily using passive funds and ETFs, with customized portfolios aligned to client goals and risk tolerance.
Kimberly H
CFP®, Series 63, Series 65
Minneapolis, MN
Allodium Investment Consultants, LLC
Kimberly Hamlin is a CFP® professional currently with Allodium Investment Consultants, LLC, bringing nine years of industry experience. Her prior roles include positions at Prowealth Financial, Cetera Investment Advisers LLC, Cetera Advisor Networks LLC, Voya Financial Advisors, Inc., JW Cole Financial, Inc., JW Cole Advisors Inc., and MWFBI. Allodium serves a diverse client base including individuals, trusts, foundations, endowments, and pension plans, offering discretionary investment management, financial planning, and fiduciary consulting. The firm emphasizes broadly diversified, low-cost, tax-aware investment strategies primarily using passive funds and ETFs, with customization based on client goals and risk tolerance.
Saul B
CFP®, Series 63, Series 65
Minneapolis, MN
Allodium Investment Consultants, LLC
Saul Baumann is a CFP® with 13 years of industry experience and currently serves as an advisor at Allodium Investment Consultants, LLC. He has worked at Allodium since 2021 and previously was with Securities America, Inc. and Laurel Wealth Planning, LLC. Allodium Investment Consultants serves a diverse client base including individuals, trusts, foundations, endowments, and pension plans. The firm employs a broadly diversified, low-cost, tax-aware investment approach primarily using passive funds and ETFs, with customized portfolios aligned to clients’ goals and risk tolerance.
Eric H
CFP®, CFA®, Series 66
Minneapolis, MN
Allodium Investment Consultants, LLC
Eric Hutchens is a CFP®, CFA®, and holds a Series 66 license with 18 years of industry experience. He has been with Allodium Investment Consultants, LLC since 2015 and works as part of a five-advisor team based in Minneapolis, MN. Allodium serves individual and institutional clients, offering discretionary investment management, financial planning, and fiduciary consulting. The firm emphasizes broadly diversified, low-cost, tax-aware strategies primarily implemented through passive funds and ETFs, with selective use of active management when advantageous.