Nate Ahlberg, CFP®

Nate brings a wealth of experience, enthusiasm and empathy to his work done on behalf of our clients.

With over 15 years of experience, Nate enjoys collaborating with families to identify their unique financial goals, in order to design and implement customized solutions to meet those goals. He has particular interest and experience in holistic wealth planning, transition planning, commercial real estate investments and tax-deferred (Section 1031) exchange transactions.

A CERTIFIED FINANCIAL PLANNER™ professional, Nate earned his BS in Business at the University of Minnesota – Carlson School of Management. He holds FINRA Series 7, 63, and 66 securities registrations.

Nate is a board member and treasurer for Dinner at Your Door, a local Meals on Wheels chapter, and his family is a foster family for Ruff Start Animal Rescue. Nate lives in Golden Valley, MN, with his wife and two daughters.