Derek John Van calligan
Investment adviser representative at Allodium Investment Consultants, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$576.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Allodium Investment Consultants, LLCDec 2019 to now
- Sharkey, Howes & JaverAug 2017 to Oct 2019
- Ellenbecker Investment Group, Inc.Sep 2016 to Jul 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (CO, MN).
Allodium Investment Consultants, LLC
$576.8MAssets managed
282Clients
5Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6508171
- Firm CRD
- 135812