David Bromelkamp

David Bromelkamp

Founder, AdvisorSmart

David Bromelkamp is an investor advocate and the founder of AdvisorSmart®, which was established in 2018 to provide investors with the education they need to access better financial advice. Sometimes referred to as the "Jerry Maguire of Financial Advice," he is passionate about objective financial advice and is leading the charge to educate investors about the best approach to finding and retaining objective, fee-only fiduciary financial advisors.

His first book, AdvisorSmart for the Individual Investor: Your Guide to Selecting a Financial Advisor to Get Better Financial Advice, was released in April 2025 to arm consumers with the knowledge they need to succeed.

He is also the founder and CEO of Allodium Investment Consultants, which he established in 2005 as an independent, fee-only registered investment adviser (RIA) firm. Dave provided the leadership to help Allodium to become the first Minneapolis-based RIA firm to earn the esteemed CEFEX certification. The independent CEFEX Investment Advisor certification demonstrates fiduciary excellence for a firm based on a fiduciary best practice standard.

Currently focusing his research on the legal fiduciary obligations of the financial adviser, Dave is sharing his findings on his Mister Fiduciary™ blog.

Phone: 612-280-0879 | Email: david@AdvisorSmart.com | Website: www.advisorsmart.com