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Derek John Van Calligan

Allodium Investment Consultants, LLC

Minneapolis, MN

Parker, CO

CRD 6508171

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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
CO RA APPROVED 2021-12-14
MN RA APPROVED 2019-12-21
  • CO RA
    APPROVED
    Since 2021-12-14
  • MN RA
    APPROVED
    Since 2019-12-21

Branch Locations

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

Parker, CO • 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
Ellenbecker Investment Group, Inc. Pewaukee WI 09/2016 07/2017
Sharkey, Howes & Javer Denver CO 08/2017 10/2019
Allodium Investment Consultants Minneapolis MN 12/2019 Present
  • 09/2016 → 07/2017
    Ellenbecker Investment Group, Inc.
    Pewaukee, WI
  • 08/2017 → 10/2019
    Sharkey, Howes & Javer
    Denver, CO
  • 12/2019 → Present
    Allodium Investment Consultants
    Minneapolis, MN
Previous Registrations
Designations
  • Certified Financial Planner

View on SEC IAPD

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THRIVENT PRIVATE INVESTMENTS · MINNEAPOLIS, MN

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