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Emily Kirsten Soltvedt

Riverbridge

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About Emily Kirsten Soltvedt

Emily Kirsten Soltvedt is a registered investment advisor representative at Riverbridge, a firm that offers investment advisory services. Emily has been in the industry since 2009 and is registered with the state of Minnesota. Emily has passed the Series 6 and Series 63 exams and the Securities Industry Essentials (SIE) exam.

Firm Information

Emily Soltvedt 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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Emily Soltvedt’s Registration & Firm History

MN

01/09/2014 - Present

Riverbridge (MINNEAPOLIS MN)

MN

10/29/2013 - 10/19/2018

IMST DISTRIBUTORS, LLC (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 11/05/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/28/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Emily Kirsten Soltvedt.
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