AdvisorSmart for the Individual Investor
Your Guide to Selecting a Financial Advisor to Get Better Financial Advice
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AdvisorSmart for the Individual Investor
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Narrado por:
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David J. Bromelkamp
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De:
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David Bromelkamp
In his financial advice book for individual investors, personal finance expert David Bromelkamp shares step-by-step instructions to search for and find a financial advisor you can trust.
Did you know anyone can call themselves a financial advisor, financial planner, or wealth manager, regardless of the quality of their financial advice?
Unafraid to call it like it is, personal finance expert David Bromelkamp takes on the Goliath financial industry in this empowering, informative, and easily digestible guide for the individual investor.
David Bromelkamp is the founder of Allodium Investment Consultants, an independent, fee-only Registered Investment Adviser firm in Minneapolis, Minnesota. He has over forty years of financial planning experience. In 2005, Bromelkamp left his commission-based investment securities brokerage firm in favor of a fee-only advice model, and he hasn’t looked back. The same option is available to you as an individual investor—no matter your age, circumstances, or net worth.
Bromelkamp established AdvisorSmart® in 2018 with a mission to educate investors to find better financial advice. As an investor advocate organization, AdvisorSmart® aims to help millions of individuals gain a better understanding of today’s financial advisory industry so they can seek and hire a trustworthy financial advisor.
Whether you’re just getting started investing or taking a closer look at your current financial advisor, learn how to:
- Avoid biased financial advice and identify conflicts of interest
- Recognize the characteristics of good advice
- Find and hire an independent financial advisor you can trust
Backed by evidence-based research and dozens of expert interviews, AdvisorSmart for the Individual Investor is packed with knowledge to help you to seek, find, interview, and hire a trusted advisor who fits your unique needs and keeps your best interests in mind.
Avoid the Wall Street charlatans; it’s time for better financial advice.
©2025 David J. Bromelkamp (P)2025 David J. Bromelkamp