2019 AK 3 CROPPED.jpg

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

(952) 314-9958

  • LinkedIn Social Icon
  • Twitter Social Icon
Kingdom Advisors.jpeg

ADVISORY BACKGROUND

20-year financial industry experience; emphasis on Christian wealth counsel

Author, developer of Life Cycle of Wealth™ faith-based life planning book and advisory process

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

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)

ACCREDITED ASSET MANAGEMENT SPECIALIST  Curriculum (2011 – 2012)

DISTINCTIONS

CERTIFIED FINANCIAL PLANNER, License # 178858

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®, 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 Fidere Press is not affiliated with Boulevard Wealth Management. The Life Cycle of Wealth Book is offered separately from BOULEVARD and its advisory services. This publication does not represent a financial planning engagement or an offer to buy or sell any securities.

Eden Prairie Office

6500 City West Pkwy #325

Eden Prairie, MN 55344

(877) 664-2583

Wayzata Office - NEW!

430 Pheasant Ridge Rd.

Wayzata, MN 55391

(877) 664-2583 xt 201

Edina Office

6800 France Ave. S. #120

Edina, MN 55435

(877) 664-2583 xt 501

  • s-linkedin
  • s-facebook
  • s-tbird

Form ADV  |  Form CRS  |  Privacy  |  Terms  |  Security  |  Continuity  |  COVID-19 

 © 2020 Boulevard Wealth Management.  All Rights Reserved.

Web Services by Fidere Media, LLC