We are researching the fiduciary standard for financial advisors. Our leader, David Bromelkamp, is the founder of Allodium Investment Consultants, an independent, fee-only Registered Investment Advisor (RIA) firm in Minneapolis, Minnesota. He is an Accredited Investment Fiduciary® (AIF®) with over forty years of real-world financial experience. Dave established AdvisorSmart® in 2018 with a mission to provide investors with the education they need to access better financial advice. David is known to be an engaging, informative, and straight-talking speaker. Learn more about his speaking topics by downloading his speaking sheet or visiting his speaking page.
We are working on research to educate more people about the fiduciary standard of various types of fiduciaries. As a dedicated research project of AdvisorSmart®, we are collaborating with fiduciary experts to refine the discussion about fiduciary best practices for the financial fiduciary, the investment advisor fiduciary and the financial planner fiduciary.
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