Derek Van Calligan

About Derek

Derek Van Calligan is a wealth advisor and director of investment research at Allodium Investment Consultants. 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 earned a Bachelor of Science in personal finance from the University of Wisconsin-Madison. He has also been awarded the Accredited Investment Fiduciary® (AIF®) Designation, the Retirement Income Certified Professional (RICP®) designation, and the Certified Investment Management Analyst (CIMA®) certification.

Areas of focus

Credentials & background

The firm