Nate Ahlberg

Nate Ahlberg is a Senior Wealth Advisor with Prosperity and has 20 years of wealth management experience. He works closely with individuals, multi-generational families, and business owners to develop tailored strategies to meet their unique financial aspirations.

Nate uses a holistic planning style to evaluate the unique financial goals of his clients. He assesses his clients' financial situations, develops personalized investment strategies, and provides ongoing support to optimize their financial objectives. Nate also specializes in providing guidance on transition planning, real estate investments, and tax-deferred 1031 exchange transactions.

Before joining Prosperity, Nate was a Private Wealth Advisor at a national financial institution where he was responsible for building client relationships while providing comprehensive wealth planning services in investment management, personal trust, estate planning, and insurance services.

Credentials & Education

• CERTIFIED FINANCIAL PLANNER ™ (CFP®)
• FINRA Series 7, 63, & 66 
• Insurance: Accident & Health, Life
• University of Minnesota, Carlson School of Management: BS, Business

Affiliations

• Financial Planning Association