Riverbridge

Riverbridge (CRD# 108074) is a financial advisory firm headquartered in Minneapolis, MN. They manage $7,429,289,527 in 4,771 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    7,429
    MILLION
  • Total Number of Accounts
    4,771
    ACCOUNTS
  • Average Account Value
    $1,557,177
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Riverbridge
Showing 1 - 10 of 19 top financial advisors.
1
Jason M. Ahlgren
CRD#: 5178290
80 South Eighth Street, Suite 1500, Minneapolis, MN 55402

Jason Ahlgren (CRD# 5178290) is an Investment Advisor Representative working at Riverbridge in Minneapolis, MN and has over 17 years of experience in the finance industry. Jason Ahlgren has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
David S. Choe
CRD#: 6277146
80 South Eighth Street, Suite 1500, Minneapolis, MN 55402

David Choe (CRD# 6277146) is an Investment Advisor Representative working at Riverbridge in Minneapolis, MN and has 1 year of experience in the finance industry.

3
Austin L. Cumblad
CRD#: 6786324
80 South Eighth Street, Suite 1500, Minneapolis, MN 55402

Austin Cumblad (CRD# 6786324) is an Investment Advisor Representative working at Riverbridge in Minneapolis, MN and has over 6 years of experience in the finance industry.

4
Julian -. Dehn
CRD#: 6276790
80 South Eighth Street, Suite 1500, Minneapolis, MN 55402

Julian Dehn (CRD# 6276790) is an Investment Advisor Representative working at Riverbridge in Minneapolis, MN and has 1 year of experience in the finance industry.

5
Dana L. Feick
CRD#: 1771023
80 South Eighth Street, Suite 1500, Minneapolis, MN 55402

Dana Feick (CRD# 1771023) is an Investment Advisor Representative working at Riverbridge in Minneapolis, MN and has over 31 years of experience in the finance industry.

6
Andrew K. Harbeck
CRD#: 6865111
80 South Eighth Street, Suite 1500, Minneapolis, MN 55402

Andrew Harbeck (CRD# 6865111) is an Investment Advisor Representative working at Riverbridge in Minneapolis, MN and has over 5 years of experience in the finance industry.

7
Jay W. Higgins
CRD#: 6277367
80 South Eighth Street, Suite 1500, Minneapolis, MN 55402

Jay Higgins (CRD# 6277367) is an Investment Advisor Representative working at Riverbridge in Minneapolis, MN and has over 9 years of experience in the finance industry. Jay Higgins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Ross M. Johnson
CRD#: 6276890
80 South Eighth Street, Suite 1500, Minneapolis, MN 55402

Ross Johnson (CRD# 6276890) is an Investment Advisor Representative working at Riverbridge in Minneapolis, MN and has 1 year of experience in the finance industry.

9
Andrew L. King
CRD#: 5725883
80 South Eighth Street, Suite 1500, Minneapolis, MN 55402

Andrew King (CRD# 5725883) is an Investment Advisor Representative working at Riverbridge in Minneapolis, MN and has over 14 years of experience in the finance industry. Andrew King has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Adam D. McGrane
CRD#: 6276893
80 South Eighth Street, Suite 1500, Minneapolis, MN 55402

Adam McGrane (CRD# 6276893) is an Investment Advisor Representative working at Riverbridge in Minneapolis, MN and has 1 year of experience in the finance industry.

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