Advisors at this firm
Annie P
Series 65
Minneapolis, MN
Riverbridge
Annie Paul is a financial advisor at Riverbridge Partners, LLC with five years of industry experience. She holds a Series 65 designation and has worked at Riverbridge since 2019. Prior to joining Riverbridge, she was employed at UnitedHealth Group and TripleTree LLC. Riverbridge Partners provides discretionary equity and income portfolio management to individual, high-net-worth, and institutional clients. The firm follows a growth-equity investment process centered on five key factors and offers services including sub-advisory mandates and management of pooled investment vehicles.
Christopher M
Series 63, Series 65
Minneapolis, MN
Riverbridge
Christopher Mc Grann is a financial advisor with Riverbridge Partners, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at IMST Distributors, U.S. Bancorp Investments, US Bank, and Sanford C. Bernstein & Co., LLC. Riverbridge Partners, LLC provides discretionary equity and income portfolio management for individual, high-net-worth, and institutional clients. The firm employs a growth-equity investment process focused on sound management, unit growth, strategic market position, internally financed growth, and conservative accounting, and it offers services including sub-advisory mandates and management of pooled investment vehicles.
Austin C
Series 63, Series 65
Minneapolis, MN
Riverbridge
Austin Cumblad is a financial advisor at Riverbridge with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at IMST Distributors, LLC since 2018, alongside his ongoing role at Riverbridge Partners, LLC since 2013. Riverbridge Partners, LLC provides discretionary equity and income portfolio management to individual, high-net-worth, and institutional clients. The firm focuses on a growth-equity investment process and offers services including sub-advisory mandates, management of pooled investment vehicles, and performance-based fee arrangements.
Andrew K
CFP®, Series 63
Minneapolis, MN
Riverbridge
Andrew King is a CFP® with 15 years of industry experience, currently serving at Riverbridge Partners, LLC since 2012. He is also a registered representative of IMST Distributors, LLC. King is a board member of TreeHouse Youth, a nonprofit organization based in Minneapolis. Riverbridge Partners, LLC provides discretionary equity and income portfolio management to individual, high-net-worth, and institutional clients. The firm focuses on a growth-equity investment process and offers services including sub-advisory mandates, pooled investment vehicles, and performance-based fee arrangements.
Andrew H
Series 63, Series 65
Minneapolis, MN
Riverbridge
Andrew Harbeck is a financial advisor at Riverbridge Partners, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Riverbridge since 2015 and Foreside Fund Services since 2018. Riverbridge Partners provides discretionary equity and income portfolio management to individual, high-net-worth, and institutional clients. The firm follows a growth-equity investment process and offers services including sub-advisory mandates, management of pooled investment vehicles, and performance-based fee arrangements.
Jay H
CFP®, Series 63
Minneapolis, MN
Riverbridge
Jay Higgins is a CFP® with 12 years of industry experience, currently serving as a client relationship manager and principal at Riverbridge Partners, LLC. He has been with Riverbridge since 2005 and is also a registered representative of IMST Distributors, LLC. Riverbridge Partners, LLC provides discretionary equity and income portfolio management to individual, high-net-worth, and institutional clients. The firm emphasizes a growth-equity investment process focused on sound management and conservative accounting, and it offers a range of services including sub-advisory mandates and management of pooled investment vehicles.
Christopher S
CFA®
Minneapolis, MN
Riverbridge
Christopher Sebald is a CFA® charterholder with six years of industry experience. He has worked at Riverbridge Partners, LLC since 2020, following roles at Greys River Investments, LLC and Advantus Capital Management, Inc. Riverbridge Partners, LLC provides discretionary equity and income portfolio management to individual, high-net-worth, and institutional clients. The firm’s investment approach centers on a growth-equity process based on five key factors, and it offers services including sub-advisory mandates, pooled investment vehicles, and performance-based fee arrangements.
Cheryl S
CFP®
Minneapolis, MN
Riverbridge
Cheryl Starman Coombs is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Riverbridge Partners, LLC since 2016. She is based in Minneapolis, MN. Riverbridge Partners provides discretionary equity and income portfolio management to individual, high-net-worth, and institutional clients. The firm employs a growth-equity investment process focused on five key criteria and offers services including sub-advisory mandates, management of pooled investment vehicles, and performance-based fee arrangements.
Jason A
CFP®, ChFC®, Series 66
Minneapolis, MN
Riverbridge
Jason Ahlgren is a CFP® and ChFC® with 19 years of industry experience. He is currently affiliated with Riverbridge Partners, LLC, where he has worked since 2014. Outside of financial advising, he co-owns a recruiting and talent placement business and creates cocktail tutorial videos on social media. He also serves on finance and audit committees for nonprofit organizations, including the Animal Humane Society and NMDP, and is a board member and committee chair at Be The Match, advising on investment decisions. Riverbridge Partners, LLC provides discretionary equity and income portfolio management to individual, high-net-worth, and institutional clients. The firm emphasizes a growth-equity investment process focused on sound culture and management, strong unit growth, strategic market position, internally financed growth, and conservative accounting.
Emily S
Series 63
Minneapolis, MN
Riverbridge
Emily Soltvedt is a financial advisor at Riverbridge with 12 years of industry experience. She holds a Series 63 designation and has worked at Riverbridge Partners since 2009, including a period at IMST Distributors, LLC from 2013 to 2018. Riverbridge Partners, LLC provides discretionary equity and income portfolio management to individual, high-net-worth, and institutional clients. The firm follows a growth-equity investment process focused on five key criteria and offers services including sub-advisory mandates, management of pooled investment vehicles, and performance-based fee arrangements.
Jenna S
Series 66
Minneapolis, MN
Riverbridge
Jenna Shermoen is a financial advisor at Riverbridge with seven years of industry experience. She holds a Series 66 designation and has worked at firms including RBC Capital Markets and Northwestern Mutual. Shermoen serves on the board of trustees and the finance committee for Avenues for Youth, a nonprofit organization in Minneapolis. Riverbridge Partners, LLC provides discretionary equity and income portfolio management to individual, high-net-worth, and institutional clients. The firm emphasizes a growth-equity investment process and offers services such as sub-advisory mandates and management of pooled investment vehicles.
Cole E
CFA®
Minneapolis, MN
Riverbridge
Cole Ellefson is a CFA® charterholder based in Minneapolis, MN, with four years of industry experience. He has worked at Riverbridge Partners since 2017 and previously spent two years at Pavilion Advisory Group. Riverbridge Partners, LLC provides discretionary equity and income portfolio management to individual, high-net-worth, and institutional clients. The firm employs a growth-equity investment process focused on sound culture, strong unit growth, strategic market position, internally financed growth, and conservative accounting, and it also serves as sub-adviser to other investment advisers and manages pooled investment vehicles.
Sarah C
Series 63, Series 65
Minneapolis, MN
Riverbridge
Sarah Colton is an investment advisor representative at Riverbridge with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Riverbridge, she worked at IMST Distributors and spent over a decade at Nordstrom. Outside of her advisory role, she is involved in online resale through Poshmark. Riverbridge Partners, LLC provides discretionary equity and income portfolio management to individual, high-net-worth, and institutional clients. The firm’s investment approach centers on a growth-equity process based on five building blocks and includes managing pooled investment vehicles and serving as a sub-adviser to other registered investment advisers.