Jason Ahlgren

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CRD#: 5178290

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jason Ahlgren, CFP®, who also goes by Jason Michael Ahlgren, was a registered financial professional .

Jason is a previously registered financial professional and started their career in finance in 2006. Jason had worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Aliases

Jason Michael Ahlgren

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Riverbridge Partners, LLC; Investment Related; Registered Investment Advisor; Minneapolis, MN; 2/18/2014; Associate Relationship Manager; Client services, meeting preparation; 5 Hrs Per Month; 5 Hrs Per Month Trading 2) Hilo Talent Partners; Not Investment Related; Recruiting/Talent Placement; Lakeville, MN; 1/1/2023; Co-Owner; 1 Hrs Per Month 3) Elm, LLC; Non Investment Related; Video/tutorial; Lakeville, MN; 9/30/2024; Owner; Make tutorial videos on how to make cocktails and post them on social media; 4 Hrs Per Month 4) NMDP; Not Investment Related; Audit and finance committee; Minneapolis, MN; 10/1/2024; Committee member; Help make governing decisions around their audit and finance responsibilities; 2 Hrs Per Month 5) Animal Humane Society; Not Investment Related; Animal shelter; Golden Valley, MN; 8/1/2025; Finance Committee Member; 2 Hrs Per Month; 1 Hrs Per Month Trading 6) Be The Match; Not Investment Related; Cellular Therapy; 11/29/2021; Board Member and Committee Chair; Consulting with third party investment managers to make investment decisions for the organization; 4 Hrs Per Month

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2010

Experience

Past

October 16, 2014 - September 10, 2026

RIVERBRIDGE

RIA

CRD#: 108074

MINNEAPOLIS, MN

Past

April 9, 2014 - September 11, 2026

IMST DISTRIBUTORS, LLC

CRD#: 130745

MINNEAPOLIS, MN

Past

December 16, 2013 - March 4, 2014

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

EDINA, MN

Past

September 16, 2011 - March 4, 2014

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

EDINA, MN

Past

January 4, 2007 - August 30, 2011

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

LAKE ELMO, MN

Past

January 3, 2007 - October 31, 2008

THRIVENT INVESTMENT MANAGEMENT INC.

RIA

CRD#: 18387

LAKE ELMO, MN

Past

August 14, 2006 - December 31, 2006

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

WOODLAND HILLS, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

RIVERBRIDGE

RIVERBRIDGE | RIVERBRIDGE PERSONAL WEALTH ADVISORS | RIVERBRIDGE PARTNERS LLC | RIVERBRIDGE PARTNERS

CRD#: 108074 / SEC#: 801-57432

RIA

Registered Investment Advisory firm - (4/10/2000 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/14/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/12/2006

General Securities Representative Examination

Current Firm

RIVERBRIDGE

RIVERBRIDGE | RIVERBRIDGE PERSONAL WEALTH ADVISORS | RIVERBRIDGE PARTNERS LLC | RIVERBRIDGE PARTNERS

CRD#: 108074 / SEC#: 801-57432

RIA

Registered Investment Advisory firm - (4/10/2000 Approved)

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Contact information

Main Address

80 South Eighth Street Suite 1500, Minneapolis, MN 55402

Mailing Address

Phone number

(612) 904-6200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (50 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RIVERBRIDGE PARTNERS LLC FORM ADV PART 2A (3/13/2026)

Regulatory assets under management

Total Number of Accounts	3,656
AUM (Assets Under Management)	$ 5,027,039,568

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jason Ahlgren

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

IMST DISTRIBUTORS, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

Primary Firm SEC Registration

RIVERBRIDGE

State Registrations and Notice Filings

Exams

Series 66

Date: 10/14/2006

SIE

Date: 10/1/2018

Series 7

Date: 8/12/2006

Current Firm

RIVERBRIDGE

Contact information

SEC notice filing (50 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RIVERBRIDGE

TRUST BUT VERIFY

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