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Nathan James Ahlberg

Prosperity - AN Eisneramper Co.

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About Nathan James Ahlberg

Nathan Ahlberg is a financial advisor with Prosperity - An EisnerAmper Company. Nathan has been in the industry for over 10 years. Nathan is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 7, 7TO, 24, 63 and 66 licenses. Nathan specializes in providing financial planning services for individuals, families, businesses and charitable organizations.

Firm Information

Nathan Ahlberg is currently registered with Prosperity - AN Eisneramper Co.. Prosperity - AN Eisneramper Co. is a registered investment advisor based in Owings Mills, MD. The firm has 27 licensed agents, 45 investment advisor representatives, and 42 registered representatives. They manage approximately $2.91 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. Their services include financial planning, portfolio management, and educational seminars. They do not participate in wrap fee programs.
Prosperity - AN Eisneramper Co.

10065 RED RUN BOULEVARD

OWINGS MILLS, MD 21117

$2.91B

Assets Under Management

2

Total Clients

42

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Nathan Ahlberg’s Registration & Firm History

MN

08/12/2024 - Present

Prosperity - AN Eisneramper Co. (MINNEAPOLIS MN)

MN

07/21/2014 - 11/19/2014

CONCORDE INVESTMENT SERVICES, LLC (Minneapolis MN)

MN

01/25/2010 - 08/05/2014

INDEPENDENCE REALTY SECURITIES, LLC. (MINNEAPOLIS MN)

IL

03/21/2005 - 05/29/2009

INLAND SECURITIES CORPORATION (OAK BROOK IL)

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Licenses & Designations

BC

Issued 01/18/2022

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 09/25/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/27/2010

Series 24 - General Securities Principal Examination

BC

Issued 12/17/2021

Series 7TO - General Securities Representative Examination

BC

Issued 01/24/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nathan James Ahlberg.
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