Aaron D. Kolkman

Aaron D. Kolkman

Boulevard Wealth Management

This adviser will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: $250,000

Minimum client income required: $80,000

Title: Wealth Advisor

Offering advice since: 2000

Areas of focus:

  • Annuities
  • Business planning
  • Estate Planning/Wills
  • Insurance (risk management, disability insurance)
  • Portfolio Management
  • Retirement Planning
  • Securities
  • Stocks and Bonds
  • Tax Planning

Further information about Aaron D. Kolkman:

Aaron Kolkman specializes in comprehensive financial planning for business owners and their families, as well as select high-net-worth households. His ten years of industry experience have been with Insurance Agencies and Bank Advisory programs, as well as financial product manufacturing. Aaron moved to Arizona in 2003 and has since been an Advisor to business executives throughout the country, before founding Boulevard in 2008.

Compensation and Fee Structures:

Fee-based asset management or fee-only financial planning.

Licenses, Certifications & Affiliations:

Aaron Kolkman holds the Series 24, 7 and 63 (through LPL Financial) and Arizona Life/Health Insurance. He is a candidate for the CFP designation in March, 2010.

Education:

Aaron Kolkman received a B.A. from the University of St. Thomas in Minneapolis, MN.

Will provide references upon request?

Yes


Further information about Boulevard Wealth Management:

(Size of firm: 0-9 advisors)

We believe that everyone shares the same desire to help build, preserve and pass-on wealth. We also believe that planning is a process rather than an event, that everyone has a Path - a set of objectives as unique as themselves. Our Planning Pathways model provides you with light for that Pathway - a clear method of pursuing the goals you hold most dear.

Securities and Advisory services offered through LPL Financial, a registered investment advisor, member FINRA & SIPC.

The LPL Financial representative associated with this firm may discuss and/or transact securities business only with residents of the following states: Arizona (AZ), California (CA), Minnesota (MN), North Carolina (NC), Nebraska (NE) and Tennessee (TN)


Contact Information for Aaron D. Kolkman

Phone: (480) 802-2583
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Fax: (480) 802-2587

Address for Aaron D. Kolkman:
4905 S Alma School Rd
Suite 2
Chandler, AZ, 85248

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