Derek Van Calligan

CFP® AIF® CIMA® RICP® CSRIC®

Wealth Advisor & Director of Investment Research

Allodium Investment Consultants


Minneapolis, MN
Anywhere / Virtual Meetings
Derek Van Calligan
  • https://www.facebook.com/AllodiumInvestmentConsultants/
  • https://www.linkedin.com/in/derekvancalligan/
  • https://www.youtube.com/channel/UC-oM-o60LPdvEevJPemTJcQ
  • https://www.instagram.com/allodiuminvestmentconsultants/
  • https://www.allodium.com/resources-2/allodium-blogs.html

~ Passionately Independent Advice ~ Fee-Only, Fiduciary, and Independent wealth management firm located in Minneapolis, MN serving clients locally and across the country.

I am Fee-Only

I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.

I am a Fiduciary

I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.

Things to Know

Get to Know Derek Van Calligan

Derek Van Calligan is wealth advisor and director of investment research at Allodium Investment Consultants (founded by David Bromelkamp) . He has spent his career as an advisor building holistic financial plans for individuals and families, and he believes that being objective is the best way to deliver financial advice. Derek became a shareholder in the firm in 2024. He also chairs Allodium’s Fiduciary Consulting Committee and serves on the Financial Planning, Investment and Client Service Committees.

Derek earned his Bachelor of Science degree in personal finance from the University of Wisconsin-Madison. Shortly after graduation, he obtained the CERTIFIED FINANCIAL PLANNER® certification sponsored by the Certified Financial Planner Board of Standards. He has also been awarded the Accredited Investment Fiduciary® (AIF®) Designation, sponsored by the Center for Fiduciary Studies, to help him better serve clients.

To further his professional development, he earned the Retirement Income Certified Professional (RICP®) designation through the American College of Financial Services, as well as the Certified Investment Management Analyst (CIMA®) certification, which is administered by the Investments & Wealth Institute and taught in conjunction with the Yale School of Management. In addition, he completed the Chartered SRI Counselor (CSRIC®) program administered by the College for Financial Planning to deepen his knowledge of sustainable and responsible investment strategies. This is a graduate level course designed to provide investment professionals with a foundation of knowledge of the history, definitions, trends, portfolio construction principles, fiduciary responsibilities, and best practices for sustainable, responsible, and impact (SRI) investments.

Derek is a NAPFA-Registered Financial Advisor through the National Association of Personal Financial Advisors (NAPFA), a professional association of fee-only advisors with high standards of professional competency and client-centric financial planning.

Prior to joining Allodium, Derek was a Financial Planner at a financial planning firm in Denver, Colorado, and also served on the investment committee developing investment portfolios for clients.

Derek currently resides in Parker, Colorado, with his wife Kelly and son Archie. They enjoy spending time in the mountains, skiing, fishing, and hunting with their dog Hank. Derek is an active member of their church and volunteers his time with various organizations such as Big Brothers Big Sisters and Junior Achievement.

 

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I Can Help You With:

  • Investment Management
  • Wealth Management
  • Financial Planning
  • Fiduciary Consulting
  • Fiduciary Management

Ideal Clients:

  • Professionals
  • Inheritors
  • Business Owners
  • Entrepreneurs
  • Trustees

FAQ with Derek Van Calligan

  • How is Allodium different from other advisors?
  • What are your fees?
  • I don't live in Minneapolis. Can I still work with you?
  • What is your investment minimum?

Allodium is committed to providing unmatched service to a limited number of clients. We follow a fiduciary standard of care, meaning that clients' interests must come first, and that we must provide objective guidance in all situations. We are completely independent from banks, brokerage firms and other financial product providers, and we do not receive commissions for the investment options that we recommend.

  • How is Allodium different from other advisors?

    Allodium is committed to providing unmatched service to a limited number of clients. We follow a fiduciary standard of care, meaning that clients' interests must come first, and that we must provide objective guidance in all situations. We are completely independent from banks, brokerage firms and other financial product providers, and we do not receive commissions for the investment options that we recommend.

  • What are your fees?
  • I don't live in Minneapolis. Can I still work with you?
  • What is your investment minimum?

Office Locations

  • 500 Washington Avenue South, Suite 4400 - Minneapolis, MN 55415

FeeOnlyNetwork Disclosure

Advisorology, LLC (FeeOnlyNetwork.com) earns an annual or monthly fee from financial advisors and financial firms in exchange for marketing services, including the advisor profile, that are subject to terms of use. This creates a material conflict of interest and a financial incentive to only include advisors in the directory from whom FeeOnlyNetwork has received compensation. FeeOnlyNetwork is not a client of these advisors or firms.

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