David Bromelkamp is the founder of Allodium Investment Consultants, where he serves as chief executive officer. Dave also serves on Allodium’s Executive Committee. He has more than 35 years of investment management consulting experience with both institutional and individual investors.
He is the author of AdvisorSmart for the Individual Investor: Your Guide to Selecting a Financial Advisor to Get Better Financial Advice, a nonfiction personal finance book. His book shows individual investors how to seek, find, interview and hire a trusted advisor that will fit their unique needs and keep their best interests in mind.
Dave held the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies and was one of the founding members of the Minnesota Fiduciary Roundtable, established by graduates of the Center for Fiduciary Studies as an open forum for sharing and promoting fiduciary standards and best practices.
Dave speaks frequently to professional trade associations on the best practices of fiduciary investment management. He has taught continuing professional education courses on fiduciary investment management for the Minnesota Society of Certified Public Accountants (MNCPA) and the Minnesota State Bar Association. He has also taught graduate courses as an adjunct instructor in finance at the Opus College of Business at the University of St. Thomas.
Dave has served as a director on the boards of both the Minnesota Society of Certified Public Accountants and Catholic Charities of St. Paul & Minneapolis. He is currently a member of the Planned Giving Committee at St. John’s University in Collegeville, Minnesota.