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Saul Robert Baumann

Allodium Investment Consultants, LLC

Minneapolis, MN

CRD 6016404

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Employer firm

Allodium Investment Consultants, LLC CRD 135812

$577M regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Allodium Investment Consultants, Llc

500 Washington Avenue South Suite 4400, Minneapolis, MN 55415-1151 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2021-01-22
  • MN RA
    APPROVED
    Since 2021-01-22

Branch Locations

500 Washington Avenue South Suite 4400, Minneapolis, MN 55415-1151 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Laurel Wealth Planning, Llc Edina MN 10/2013 05/2020
Securities America, Inc. Minneapolis MN 05/2020 12/2020
Allodium Investment Consultants, Llc Minneapolis MN 01/2021 Present
  • 10/2013 → 05/2020
    Laurel Wealth Planning, Llc
    Edina, MN
  • 05/2020 → 12/2020
    Securities America, Inc.
    Minneapolis, MN
  • 01/2021 → Present
    Allodium Investment Consultants, Llc
    Minneapolis, MN
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-03-31
S63 Uniform Securities Agent State Law Examination 2012-03-19
  • S65 Uniform Investment Adviser Law Examination
    2014-03-31
  • S63 Uniform Securities Agent State Law Examination
    2012-03-19
Designations
  • Certified Financial Planner
Other Names
  • Saul Baumann

View on SEC IAPD

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THRIVENT ASSET MANAGEMENT, LLC
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Nearby Investors

Matthew William Hogan
GREGORY ALAN KLEIN
Bryon Andrew Eggan

Nearby Offices

HAYS FINANCIAL GROUP, LLC · MINNEAPOLIS, MN
THRIVENT ASSET MANAGEMENT, LLC · MINNEAPOLIS, MN
THRIVENT PRIVATE INVESTMENTS · MINNEAPOLIS, MN

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