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Advisor

Paul-Bryan Zenke

Kodiak Investment Management · Aitkin, Minnesota

Paul-Bryan Zenke is a fee-only financial advisor at Kodiak Investment Management in Aitkin, Minnesota. Kodiak Investment Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only

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Facts

FirmKodiak Investment Management
Based in Aitkin, Minnesota
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$628K across 16 accounts
SEC registration Investment adviser representative in MN · CRD 3254506
Exams passedSeries 66 (1999)
Firm size1 employee
Disclosures Reported; see the SEC record
LinkedInProfile

How Paul-Bryan's firm compares

  • Kodiak Investment Management's average account is about $39,000, from its Form ADV (assets managed divided by 16 accounts).

What fee-only advisors charge in Minnesota

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Questions about Paul-Bryan

Is Paul-Bryan Zenke a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Paul-Bryan holds no broker registration, and Kodiak Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Paul-Bryan charge for financial advice?

Paul-Bryan's firm, Kodiak Investment Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is Paul-Bryan Zenke based?

Paul-Bryan Zenke is based in Aitkin, Minnesota.

Is Paul-Bryan Zenke registered with the SEC?

Yes. Paul-Bryan Zenke is registered as an investment adviser representative in MN (CRD 3254506), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

How much does Kodiak Investment Management manage?

Kodiak Investment Management reports $628K across 16 accounts in assets under management.

How do I contact Paul-Bryan Zenke?

Contact details aren't on file yet. Search for Kodiak Investment Management.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Other fee-only advisors in Minnesota

Where this information comes from

  • SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
  • SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
  • Directory listing last checked October 30, 2026.

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