Jason Ahlgren is a CFP, ChFC-designated registered investment advisor at Riverbridge, based in Minneapolis, MN, with 19 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4,421 clients with $6.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be lower based on various factors, including institutional clients, anticipated future assets, dollar amount of assets, related accounts, account composition, and negotiations.
Fee Estimator
Location
80 South Eighth Street, Suite 1500, Minneapolis, MN, 55402
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jason is a relationship manager at Riverbridge Partners, LLC, dedicating nearly full-time hours to client service and meeting preparation. He is also a registered representative of IMST Distributors, LLC, and involved in several other non-investment related activities including co-owning a recruiting company, owning Elm, LLC for video tutorials, and serving on the audit and finance committee for NMDP.
Employment History
Current Registrations
Riverbridge
Imst Distributors, LLCBroker
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Thrivent Investment Management INC.Broker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations17 states
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