Andrew
Harbeck
Riverbridge
Answer a few questions and
get matched with an advisor.
About this Advisor
Andrew Harbeck is a financial advisor who works in Minneapolis, Minnesota with a total of 5 years of industry experience. Harbeck currently works for Riverbridge. The advisor has gained experience at Riverbridge Partners, LLC, Grandeur Peak Global Advisors, Cortina Asset Management and Foreside Fund Services, LLC. Harbeck has Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Minnesota. Riverbridge is a financial advisory firm operating out of Minneapolis, MN. The firm has a total of 43 financial advisors. It has $6 billion in assets under management between its 5,263 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides services to 104 charitable organizations. Of its 5,263 accounts, 93% are held by high-net-worth individuals who have greater than $1 million in investable assets. Riverbridge offers a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, publication of newsletters and educational seminars. A financial advisor's fees typically are based on which services are offered. Fee types charged by Riverbridge likely consist of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Riverbridge Brokerage Details
$6,279,506,470
43
5,263
$1,193,142
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
Andrew Harbeck Work History
Andrew has been registered as a financial advisor for 5 years.*
Foreside Fund Services, LLC
Riverbridge Partners, LLC
Riverbridge Partners, LLC
Grandeur Peak Global Advisors
Cortina Asset Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Andrew Harbeck to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Riverbridge
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
