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Nate Ahlberg, CFP®

Senior Wealth Advisor

Contact Nate Ahlberg
612.381.8857
2501 Wayzata Boulevard
Minneapolis, MN 55405

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.

Building Relationships | Delivering Success®

 

The Prosperity Consulting Group registered as a Registered Investment Advisor (RIA) in 2005. We have with a passion for providing clients with objective investment advice and wealth management solutions. Our purpose, coupled with our fiduciary commitment, is essential in helping clients achieve their financial goals. Our firm is dedicated to providing unparalleled financial planning and investment advice to individuals, families, businesses and institutions. We have identified key areas that are critical and integral to a client’s financial success. These planning areas encompass: Investment Planning & Management Retirement Planning Estate Planning Tax Planning Business Planning Insurance Planning Income Protection & Asset Preservation Education Planning 401(k) Planning
10055 Red Run Boulevard, Suite 130
Owings Mills
Maryland
21117
United States