Investment Advisor Representative                

Paul has been an Independent Investment Professional since 2000.  He is the principal of Kodiak Investment
Management which was registered with the State of Minnesota in 2010. He has been a registered investment advisor
representative since 2001.  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, real estate, and business law.  He
has over 23 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
  • Registered Investment Advisor - State of Minnesota
  • Series 7 General Securities Representative      
  • Series 66 Uniform combined State Law for Advisory Services
  • Attorney Licenced to Practice in the State of Minnesota


    Luther College, Bachelor of Arts
    Hamline University School of Law, Juris Doctor
Former 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; President –The Woods at Otterbelly, a non-
profit, active adult community, age 55 and better; Treasurer of the Cedar Lake Norwegian Lutheran Church; Former
committee member of Aitkin Habitat for Humanity.
Memberships
Mission/Purpose
He is married to Rebecca Zenke, and has three children.  They reside in rural Aitkin. 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.
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