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AARON KOLKMAN, MSF, CFP®, AAMS® aaron@blvdwealth.com

(877) 664-2583 xt.201

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ADVISORY BACKGROUND

Small business and personal advisory professional for families with closely-held business assets

Co-developer of the Life Cycle of Wealth faith-based life planning model and process

19-year financial industry experience; emphasis on values-driven wealth counsel

SERVICE ROLE

Business financial planning - entity design and creation, budgeting, forecasting, executive compensation 

Integrated personal planning - risk analysis, custom plan creation and installation

Specializations: tax planning, intra-family wealth transfers, and planned giving

COMMUNITY

Mentor: Minnesota Adult & Teen Challenge Long-Term Men's Program 

Former Board Member & Volunteer: Wayzata Youth Hockey Association

Former Executive Board Member: Wayzata Meadow Ridge Elementary PTO
 

EDUCATION

Bachelor of Arts, University of St. Thomas

Masters of Science, Finance (MSF) - (2013-2017)

CERTIFIED FINANCIAL PLANNER Curriculum (2005 – 2012)

DISTINCTIONS

CERTIFIED FINANCIAL PLANNER, License # 178858

ACCREDITED ASSET MANAGEMENT SPECIALIST (2011 – 2012)

Kingdom Advisors Member

 

 

 

 

Advisory and Insurance Services through Boulevard Wealth Management, Inc. (dba BOULEVARD), A Registered Investment Advisor.  Insurance Services through Boulevard Wealth Management, LLC (dba BOULEVARD), A Licensed Insurance Agency.  Aaron Kolkman, CFP®, AAMS® does not offer tax or legal advice.  Please consult the appropriate advisor.  Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.  The AAMS®, or ACCREDITED ASSET MANAGEMENT SPECIALIST™ marks may be used only by persons who have received written authorization from the College for Financial Planning to use them.

Eden Prairie Office

6500 City West Pkwy #325

Eden Prairie, MN 55344

(877) 664-2583

Edina Office

6800 France Ave. S. #120

Edina, MN 55435

(877) 664-2583 xt 501

Rosemount Office - NEW!

15225 Carrousel Way #7

Rosemount, MN 55068

(877) 664-2583 xt 801

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