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Jason Michael Ahlgren

Riverbridge

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About Jason Michael Ahlgren

Jason Ahlgren is an Investment Advisor Representative at Riverbridge with experience in the financial services industry since October 6, 2006. Jason's primary registration is in Minnesota but he is also registered in 14 other states. Jason has a Series 7, Series 66, and SIE license. Jason has previous experience at Ameriprise Financial Services, Inc. and Thrivent Investment Management Inc. Jason holds the Certified Financial Planner and Chartered Financial Consultant designations. Jason is also a registered representative of IMST Distributors, LLC, an unaffiliated broker-dealer.

Firm Information

Jason Ahlgren 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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Jason Ahlgren’s Registration & Firm History

MN

10/16/2014 - Present

Riverbridge (MINNEAPOLIS MN)

MN

09/16/2011 - 03/04/2014

AMERIPRISE FINANCIAL SERVICES, INC. (EDINA MN)

MN

01/04/2007 - 08/30/2011

THRIVENT INVESTMENT MANAGEMENT INC. (LAKE ELMO MN)

CA

08/14/2006 - 12/31/2006

THRIVENT INVESTMENT MANAGEMENT INC. (WOODLAND HILLS CA)

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Licenses & Designations

BOTH

Issued 10/14/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/12/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Michael Ahlgren.
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