Aaron J. Ahlstrom

JMG FINANCIAL GROUP LTD | Financial Advisor

BLOOMINGTON, MN 55435

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CRD#: 5729325

Professional summary

Aaron Joseph Ahlstrom, CFP®, who also goes by Aaron J Ahlstrom, is a registered financial advisor currently at JMG FINANCIAL GROUP LTD located in Bloomington, Minnesota.

Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Aaron has worked at 2 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Investment Planning

Insurance Planning

Retirement Planning

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Aaron J Ahlstrom

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.

NAME OF BUSINESS:I AM A LIMITED PARTNER IN A SALON BUSINESS CALLED "THE BUZZ" ; TYPE OF BUSINESS:SMALL BUSINESS (E.G. DAYCARE OR FAMILY BUSINESS OR DESIGN) ; NOT INVESTMENT RELATED ;PARTNER ; HRS/MONTH: 0 - 20 ; INC: NO INCOME; NO ACTIVITY INVOLVES AMERIPRISE CLIENTS; NO ACTIVITY LIKELY TO INTERFERE WITH RESPONSIBILITY TO COMPANY AND ITS CLIENTS; NO ACTIVITY LIKELY TO BE VIEWED BY CLIENTS OR PUBLIC AS AMERIPRISE ACTIVITY.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Joseph Ahlstrom's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2012

Experience

Current

August 2, 2024 - Present

JMG FINANCIAL GROUP LTD

Office #1: 3601 Minnesota Drive Suite 600, Bloomington, MN 55435

RIA

CRD#: 110302

BLOOMINGTON, MN

Past

January 13, 2022 - July 23, 2024

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Minneapolis, MN

Past

December 15, 2009 - July 23, 2024

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Minneapolis, MN

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".

JMG FINANCIAL GROUP LTD

CRD#: 110302 / SEC#: 801-23526

RIA

Registered Investment Advisory firm - (2/13/1985 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.

Highlighted states indicate IAR registrations

IAR

Illinois
(8/2/2024)

IAR

Minnesota
(8/2/2024)

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

Series 63

Date: 12/18/2009

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/14/2009

General Securities Representative Examination

Current Firm

JMG FINANCIAL GROUP LTD

CRD#: 110302 / SEC#: 801-23526

RIA

Registered Investment Advisory firm - (2/13/1985 Approved)

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Contact information

Main Address

2001 Butterfield Road, Suite 1400, Downers Grove, IL 60515

Mailing Address

Phone number

(630) 571-5252

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (37 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

JMG BROCHURE SUPPLEMENT MARCH 2025 (3/19/2025)

Regulatory assets under management

Total Number of Accounts	5,763
AUM (Assets Under Management)	$ 6,366,272,925

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/11/2024	Cover Page	Report
11/20/2023	Cover Page	Report
02/20/2023	Cover Page	Report

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Aaron J. Ahlstrom

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Joseph Ahlstrom's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

JMG FINANCIAL GROUP LTD

State Registrations and Notice Filings

Exams

Series 63

Date: 12/18/2009

SIE

Date: 10/1/2018

Series 7

Date: 12/14/2009

Current Firm

JMG FINANCIAL GROUP LTD

Contact information

SEC notice filing (37 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

JMG FINANCIAL GROUP LTD

TRUST BUT VERIFY

Contact information

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