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Andrew Kelly Harbeck

Riverbridge

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About Andrew Kelly Harbeck

Andrew Kelly Harbeck is an investment advisor representative associated with Riverbridge in Minneapolis, MN. Andrew has been in the industry since 2018 and is licensed in all 50 states. Andrew has a Series 6, 63, 65, and SIE license. Andrew is also a registered representative for IMST Distributors, LLC. In addition to being an investment advisor representative, Andrew is a client relationship manager for Riverbridge Partners, LLC, focusing on serving the ongoing needs of the firm's clients. Andrew specializes in providing financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles, and educational seminars.

Firm Information

Andrew Harbeck is currently registered with Riverbridge. Riverbridge is an investment advisor based in Minneapolis, Minnesota. They manage over $7.4 billion in assets for a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and state or municipal government entities. Riverbridge offers a range of investment advisory services, including financial planning, portfolio management, and educational seminars. They also participate in wrap fee programs.
Riverbridge

80 SOUTH EIGHTH STREET

MINNEAPOLIS, MN 55402

$7.43B

Assets Under Management

Not reported

Total Clients

19

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Andrew Harbeck’s Registration & Firm History

MN

04/02/2018 - Present

Riverbridge (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 05/17/2018

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 04/02/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/04/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew Kelly Harbeck.
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