AARON KOLKMAN, MSF, CFP®, CKA® aaron@blvdwealth.com
(952) 314-9958
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ADVISORY BACKGROUND
20-year financial industry experience; emphasis on wealth counsel for families
Author, developer of Life Cycle of Wealth™ 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, Psychology (1995-1999)
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
CERTIFIED KINGDOM ADVISOR®, License # 1011842
Advisory and Insurance Services through Boulevard Wealth Management, Inc. (dba BOULEVARD), A Registered Investment Advisor and Licensed Insurance Agency. Aaron Kolkman, MSF, CFP®, CKA® 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. Only Certified Kingdom Advisor® members in good standing are permitted to use the Certified Kingdom Advisor® designation and/or Certified Kingdom Advisor® logo.
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.
