Investment Representative
Paul has been an Independent Investment Professional since 2000. He is the principal of Kodiak Investment
Management. Prior to becoming independent, he was a financial consultant with Merrill Lynch for 1 year, an
independent attorney/consultant for American Express for 2 years, and practiced law for over 12 years, mainly
in the areas of estate planning, trust and probate litigation, investment, and administration, probate, real
estate, and business law. He has over 22 years total legal and investment experience
Education, Licenses, and Registrations
Paul-Bryan J. Zenke, JD
Personal
Experience
Kodiak Investment Management LLC
Balance Integrity Wisdom Trust Discipline
Luther College, Bachelor of Arts
Hamline University School of Law, Juris Doctor
• Series 7 General Securities Representative
• Series 66 Uniform combined State Law for Advisory Services
• Life/Health/Disability Insurance license to operate in Minnesota
Member of the Riverwood Community Hospital Foundation Board; string bass player and instrument
custodian in The Great River Strings; President of St. John’s Lutheran Church in Aitkin; President –The
Woods at Otterbelly, a non-profit, active adult community, age 55 and better; Treasurer of the Cedar Lake
Norwegian Lutheran Church
Memberships
Mission/Purpose
He is married to Rebecca Zenke, and has three children – Katie, Bryan, and Emily. They reside in rural Aitkin
and their children attend Aitkin High School. His main outside interests include: family, outdoor sports and
activities, music, automobiles, woodworking, and home improvement.
Paul is an independent Investment Advisor Representative. His role is to analyze tax, estate, cash flow, and
succession issues, and to maximize return within the risk parameters dictated by the client. His
responsibility and integrity must be that of a fiduciary.
©2010 Kodiak Investment Management All Rights Reserved