Investment Representative
Paul has been an Independent financial consultant 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 20 years total legal and investment experience
Education, Licenses, and Registrations
Paul-Bryan J. Zenke, JD
Personal
Experience
Kodiak Investment Management
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
Chair 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; Vice-President –The Woods at
Otterbelly, a non-profit, active adult community, age 55 and better; Treasurer of the Cedar Lake Norwegian
Lutheran Church
The Great River Strings; President of St. John’s Lutheran Church in Aitkin; Vice-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.
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 a wealth manager/ investment strategist. 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.
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| Securities offered through NEXT Financial Group, Inc. (NEXT), member FINRA, SIPC, a registered Investment Advisor. Kodiak Investment Management is not an affiliate of Next Financial Group. Neither NEXT Financial Group, Inc. nor its representatives are qualified to give tax or legal advice. Please consult your tax or legal professional regarding your particular situation. Kodiak Investment Management, 16 2nd St NE Aitkin, MN, 56431 Phone: 218-927-1800, Fax: 218-927-1803. To view NEXT Financial Group's privacy policy and other important information, visit the "Clients" section of www.nextfinancial.com. www.SIPC.org www.finra.org |
©2007 Kodiak Investment Management All Rights Reserved
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