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Aaron David Kolkman

Fidere Advisors

Minnetonka, MN

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Current Employers
Fidere Advisors

13100 Wayzata Blvd Suite 330, Minnetonka, MN 55305 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2023-12-31
  • MN RA
    APPROVED
    Since 2023-12-31

Branch Locations

13100 Wayzata Blvd Suite 330, Minnetonka, MN 55305 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Boulevard Wealth Management, Inc. Eden Prairie MN 01/2014 12/2022
Fidere Advisors, Llc Minnetonka MN 05/2021 Present
  • 01/2014 → 12/2022
    Boulevard Wealth Management, Inc.
    Eden Prairie, MN
  • 05/2021 → Present
    Fidere Advisors, Llc
    Minnetonka, MN
Previous Registrations
  • 2021-05-26 → 2023-12-31
    Minnetonka, MN
  • 2014-01-29 → 2022-12-08
    Bloomington, MN
  • 2013-04-08 → 2013-12-31
    Minnetonka, MN
  • 2010-04-29 → 2010-08-05
    Chandler, AZ
    San Diego, CA
    Maple Grove, MN
    St. Louis, MO
Other Businesses

Aaron Kolkman is a Life/Health insurance agent [MN Resident Agent License # 20257232, National Insurance Producer Registry (NIPR) #6931578], and as such may receive commissions for the sale of the following lines of insurance: Life, Disability, and Long-term Care. General activities include: general estate planning, trust funding, business succession planning, and deferred compensation structuring. Aaron Kolkman is the sole owner of Fidere Media, LLC, which holds the copyright, distribution, and other rights and trademark for The Life Cycle of Wealth (TM) materials. Fidere Media also conducts business as a provider of web, radio, and other associated with the financial services industry. Fidere Media, LLC is unrelated to the business of FIDERE. This activity is done about 5 hours per week, since starting in 2013.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-04-26
S63 Uniform Securities Agent State Law Examination 2001-01-24
  • S66 Uniform Combined State Law Examination
    2010-04-26
  • S63 Uniform Securities Agent State Law Examination
    2001-01-24
Designations
Other Names
  • Aaron David Kolkman
  • Aaron D Kolkman

View on SEC IAPD

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