Nate Ahlberg

Nate Ahlberg is a Senior Wealth Advisor with Prosperity and has nearly 20 years of wealth management experience. His specialty is working closely with families to develop tailored strategies to meet their unique financial aspirations.  

Nate's expertise ranges from holistic wealth planning, transition planning, commercial real estate investments, and tax-deferred (Section 1031) exchange transactions. His empathetic approach and passion for financial planning enables him to build enduring relationships with his clients.  

Before joining Prosperity, Nate was a Vice President & Private Wealth Advisor at a national bank. 

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