Nathan James Ahlberg
Investment adviser representative at Prosperity - An Eisneramper Company
12 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$5BFirm assets
Are you Nathan James Ahlberg? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Prosperity - An Eisneramper CompanyJul 2023 to now
- Dai Securities, LLCDec 2021 to now
- Advisornet Wealth ManagementOct 2021 to Jul 2023
- Lurie Wealth AdvisorsOct 2021 to Jul 2023
- U.S. BankJul 2018 to Sep 2021
- Accredited Investors, Inc.Dec 2014 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 3 states (MN, OH, TX).
Prosperity - An Eisneramper Company
Legal name: The Prosperity Consulting Group, LLC
$5BAssets managed
2,412Clients
65Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4934866
- Firm CRD
- 133777