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Firm Accolades

Local and national recognition that Allodium has received:

  • 5 Star Professional General
    Twin Cities Five Star Wealth Managers

    Dave Bromelkamp, Anne Ward, and Eric Hutchens were mentioned in the January 2016 issue of Mpls.St.Paul Magazine as recipients of the 2016 Twin Cities Five Star Wealth Managers Recognition. Learn more about the criteria for becoming a 5-Star Professional here.



     

  • 5 Star Professional General

    Twin Cites Five Star Wealth Managers

    Dave Bromelkamp, Anne Ward, and Eric Hutchens were mentioned in the January 2016 issue of Mpls.St.Paul Magazine as recipients of the 2016 Twin Cities Five Star Wealth Managers Recognition. Learn more about the criteria for becoming a 5-Star Professional here.



    Financial Advisor Magazine

    Named in annual "Top RIA Survey" listing the largest independent registered
    investment advisors in the nation in terms of total assets under management. 




    CEFEX Certification

    cefex mark

    CEFEX, the Centre for Fiduciary Excellence, LLC, an fi360 company, has certified Allodium Investment Consultants in Minneapolis, MN to the standard described in the handbook “Prudent Practices® for Investment Advisors”. Learn more about the criteria for becoming CEFEX certified here.



     

     

  • Financial Advisor Magazine                               
    fa

    Named in annual "Top RIA Survey" listing the largest independent registered
    investment advisors in the nation in terms of total assets under management.    



  • Financial Advisor Magazine                 fa

    Named in annual "Top RIA Survey" listing the largest independent registered
    investment advisors in the nation in terms of total assets under management.

  • National Association of Board Certified Advisory Practices (NABCAP)

    Featured on list of "NABCAP's Premier Advisors" based on annual evaluation of 20 practice management categories.

     

  • National Association of Professional Financial Advisors (NAPFA)

    Senior Investment Consultant, Anne Ward, was accepted into NAPFA - an exclusive professional association of Fee-Only advisors with the highest standards of professional competency and client-centered financial planning.

    National Association of Board Certified Advisory Practices (NABCAP)

    Featured in the Minneapolis/St. Paul Business Journal among list of "NABCAP's Premier Advisors" based on annual evaluation of 20 practice management categories.

  • National Association of Board Certified Advisory Practices (NABCAP)

    Featured in the Minneapolis/St. Paul Business Journal among list of "NABCAP's Premier Advisors" based on annual evaluation of 20 practice management categories.

    Financial Advisor Magazine

    Named in annual "Top RIA Survey" listing the largest independent registered investment advisors in the nation in terms of total assets under management.

    AdvisorOne

    Named in annual "Top Wealth Manager Rankings" listing top investment advisory firms in the nation in terms of total assets under management.

  • Financial Advisor Magazine

    Named in annual "Top RIA Survey" listing the largest independent registered investment advisors in the nation in terms of total assets under management.

    Wealth Manager Magazine

    Named in annual "Top Wealth Managers" listing of top investment advisory firms in the nation in terms of average assets under management per client.

  • Financial Advisor Magazine

    Named in annual "Top RIA Survey" listing the largest independent registered investment advisors in the nation in terms of total assets under management.

    Wealth Manager Magazine

    Named in annual "Top Wealth Managers" listing of top investment advisory firms in the nation in terms of average assets under management per client.

    Center For Ethical Business Cultures

    Named as finalist for 2009 Minnesota Business Ethics Award.

  • Financial Advisor Magazine

    Named in annual "Top RIA Survey" listing the largest independent registered investment advisors in the nation in terms of total assets under management.

    Wealth Manager Magazine

    Named in annual "Top Wealth Managers" listing of top investment advisory firms in the nation in terms of average assets under management per client.

    Winner's Circle

    Featured in the Minneapolis/St. Paul Business Journal among "Winner's Circle of Top 15 Independent/RIA Wealth Managers in the Twin Cities" based on both quantitative and qualitative criteria.

    Independent Research Firm

    Achieved average client satisfaction score of 4.7 on 5-point scale with 5.0 being "very satisfied" on independently-administered client survey.

  • Wealth Manager Magazine

    Named in annual "Top Wealth Managers" listing of top investment advisory firms in the nation in terms of average assets under management per client.

Note: Recognition or rankings by unaffiliated publications or services referenced above should not be construed as a guarantee of certain results when Allodium is engaged for investment advisory services. Nor should it be construed as a current or past endorsement for Allodium by any of its clients. Rankings included in magazines or other publications are generally based exclusively on information prepared and/or submitted by the recognized advisers.

Associations >>

  • NAPFA
  • CFP
  • AIF
  • Fee Only
  • CEFEX tm logo 195px trans