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Kimberly Hamlin (CFP®)

Kimberly Hamlin focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Socially Responsible Investments
  • Tax Planning

Planning Specialties

Kimberly Hamlin is an associate wealth advisor at Allodium Investment Consultants, specializing in investment strategies and comprehensive financial planning for high-net-worth individuals and families. She serves on the Fiduciary Consulting, Financial Planning, and Investment Committees.

Additional Information

Kimberly Hamlin is an associate wealth advisor at Allodium Investment Consultants. She strives to provide an amazing experience for her clients and help them find financial freedom so they can live their lives to the fullest. Kim earned her bachelor’s degree from the University of Idaho with a double major in finance and operations and supply chain management and a minor in accounting. She has also obtained the CERTIFIED FINANCIAL PLANNERTM certification sponsored by the Certified Financial Planner Board of Standards to help her better serve clients.

After college, Kim started her financial career with ConAgra Foods. She has worked directly in the financial services industry for the last eight years, helping people plan for their future. Her passion for providing comprehensive fiduciary financial planning services continues to grow.

During her free time, Kim, her husband Tyler, and their son Luke love being active outdoors. They like being adventurous and exploring — especially underwater scuba diving! If they are not outside having fun or watching their son play sports, they are playing cards or tending to their flowers.

NAPFA Start Date

January 09, 2025

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

500 Washington Avenue South Suite 4400 Minneapolis, MN 55415-1149 Phone: (612) 230-3702 Fax: (612) 230-3714
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