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).
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Total Assets Under Management7,429MILLION
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Total Number of Accounts4,771ACCOUNTS
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Average Account Value$1,557,177
- A percentage of assets under your management
- Performance-based fees
- 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
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.