Fidere Advisors, Llc
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 312675
· Minnetonka, MN
· www.fidereadvice.com
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ADV data as of Apr 30, 2026
- Regulatory AUM
- $24.5M
- Discretionary
- $24.5M
- Clients
- 39
- Avg AUM / client
- $628K
- Accounts
- 135
- Employees
- 3
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 23 | $5.9M | 23.9% |
| High net worth individuals | 13 | $18.1M | 74.1% |
| Charitable organizations | 1 | $464K | 1.89% |
| Corporations and other businesses | 1 | $9 | 0.0% |
| Other | 1 | $36.7K | 0.15% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Aaron David Kolkman | Registered representative | CFP | Dec 2023 (3y) | |
| Christopher Wayne Gerber | Registered representative | CFA | Dec 2023 (3y) | |
| Robert Gregory Neuman | Registered representative | Dec 2023 (3y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/30/2026 | 987 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Subscription fees
- • Fixed fees
- • Other fees
- • INTAKE FEE
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 30, 2026.
View current Form ADV (SEC/IAPD) ↗