JA
Jason M. Ahlgren
RIVERBRIDGE
Minneapolis, MN 55402
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CRD#: 5178290
JA
Professional summary
Jason Michael Ahlgren, CFP®, who also goes by Jason Ahlgren, is a registered financial advisor currently at RIVERBRIDGE located in Minneapolis, Minnesota and IMST DISTRIBUTORS, LLC located in Minneapolis, Minnesota.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Jason has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jason 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
CRS (Client Relationship Summary) - RIA
Click below to view Jason Michael Ahlgren's CRS (Customer Relationship Summary).
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®
Start date: 2010
Experience
Current
October 16, 2014 - Present
RIVERBRIDGE
Office #1: 80 South Eighth Street Suite 1500, Minneapolis, MN 55402RIA
CRD#: 108074
Minneapolis, MN
Current
April 9, 2014 - Present
IMST DISTRIBUTORS, LLC
Office #1: 80 8th Street South Suite 1500, Minneapolis, MN 55402BD
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
BD
CRD#: 6363
EDINA, MN
Past
January 4, 2007 - August 30, 2011
THRIVENT INVESTMENT MANAGEMENT INC.
BD
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.
BD
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.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(1/9/2017)
RR
California(1/9/2017)
RR
Colorado(1/9/2017)
RR
Connecticut(1/9/2017)
RR
Florida(1/9/2017)
RR
Hawaii(1/5/2021)
RR
Idaho(1/2/2025)
RR
Massachusetts(1/9/2017)
RR
Minnesota(4/9/2014)
IAR
Minnesota(10/16/2014)
RR
Montana(1/3/2022)
RR
New Hampshire(1/3/2022)
RR
New York(1/2/2025)
RR
North Dakota(1/2/2025)
RR
Tennessee(1/9/2017)
RR
Texas(1/3/2023)
RR
Washington(1/2/2025)
RR
Wisconsin(1/9/2017)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
RIVERBRIDGE
RIVERBRIDGE | RIVERBRIDGE PERSONAL WEALTH ADVISORS | RIVERBRIDGE PARTNERS LLC | RIVERBRIDGE PARTNERS
CRD#: 108074 / SEC#: 801-57432
RIA
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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
46
SEC notice filing (50 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,421 |
| AUM (Assets Under Management) | $ 6,877,591,654 |
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.
