PROFESSIONAL BACKGROUND

25-year financial industry experience; emphasis on advanced estate and legacy planning

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

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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

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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)

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DISTINCTIONS

CERTIFIED FINANCIAL PLANNER™, License # 178858

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Advisory Services through Fidere Advisors, LLC (dba FIDERE), A Registered Investment Advisor.  Aaron Kolkman, MSF, 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.

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Fidere Media, LLC owns The Life Cycle of Wealth™ and is not affiliated with FIDERE. The Life Cycle of Wealth™ Book is offered separately from FIDERE and its advisory services. This publication does not represent a financial planning engagement or an offer to buy or sell any securities.

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