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Saul Robert Baumann

ALLODIUM INVESTMENT CONSULTANTS, LLC·MINNEAPOLIS, Minnesota
Series 6, Series 6TO, Series 63, Series 65CFPClean record12 years registeredALLODIUM INVESTMENT CONSULTANTS, LLC
500 WASHINGTON AVENUE SOUTH, MINNEAPOLIS, MN 55415-1151CRD# 6016404Firm CRD# 135812

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Saul Robert Baumann · MINNEAPOLIS, MN
Registration
CRD #6016404 · ALLODIUM INVESTMENT CONSULTANTS, LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

Mar 2014Apr 2020
EDINA, MN
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 6TO
Series 63
Series 65
Registration record
First registered · March 31, 2014
Years registered · 12
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ALLODIUM INVESTMENT CONSULTANTS, LLC
CRD 135812 · SEC 801-64508
AUM
$396M
Regulatory assets under management
Employees
12
661 client accounts
Services offered by ALLODIUM INVESTMENT CONSULTANTS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Saul Robert Baumann offer?
Saul Robert Baumann specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MINNEAPOLIS, Minnesota for a consultation.
What are Saul Robert Baumann's credentials?
Saul Robert Baumann holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Saul Robert Baumann located?
Saul Robert Baumann is based in MINNEAPOLIS, Minnesota, working with ALLODIUM INVESTMENT CONSULTANTS, LLC. Their office serves clients in the MINNEAPOLIS metropolitan area and surrounding communities.
How does Saul Robert Baumann charge for services?
Saul Robert Baumann's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALLODIUM INVESTMENT CONSULTANTS, LLC?
ALLODIUM INVESTMENT CONSULTANTS, LLC has approximately 12 employees and manages $396M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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