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Current Employers
Allodium Investment Consultants, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-10-28
MN RA APPROVED 2024-12-13
  • MO RA
    APPROVED
    Since 2025-10-28
  • MN RA
    APPROVED
    Since 2024-12-13

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
Mwfbi Sidney MT 07/2015 12/2019
Jw Cole Financial, Inc Tampa FL 01/2020 10/2020
Jw Cole Advisors Inc Tampa FL 01/2020 10/2020
Voya Financial Advisors, Inc. Minneapolis MN 01/2021 06/2021
Unemployed Minneapolis MN 10/2020 12/2020
Cetera Advisor Networks Llc El Segundo CA 06/2021 01/2024
Cetera Investment Advisers Llc Schaumburg IL 06/2023 01/2024
Prowealth Financial Maple Grove MN 10/2023 01/2024
Allodium Investment Consultants, Llc Minneapolis MN 03/2024 Present
  • 07/2015 → 12/2019
    Mwfbi
    Sidney, MT
  • 01/2020 → 10/2020
    Jw Cole Financial, Inc
    Tampa, FL
  • 01/2020 → 10/2020
    Jw Cole Advisors Inc
    Tampa, FL
  • 01/2021 → 06/2021
    Minneapolis, MN
  • 10/2020 → 12/2020
    Unemployed
    Minneapolis, MN
  • 06/2021 → 01/2024
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 06/2023 → 01/2024
    Schaumburg, IL
  • 10/2023 → 01/2024
    Prowealth Financial
    Maple Grove, MN
  • 03/2024 → Present
    Minneapolis, MN
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-10-05
S63 Uniform Securities Agent State Law Examination 2015-09-12
  • S65 Uniform Investment Adviser Law Examination
    2017-10-05
  • S63 Uniform Securities Agent State Law Examination
    2015-09-12
Designations
Other Names
  • Kimberly Ann Martin
  • Kim Hamlin

View on SEC IAPD

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