Austin
Cumblad
Riverbridge
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About this Advisor
Austin Cumblad is a financial advisor working out of Minneapolis, Minnesota with a total of 6 years of industry experience. Cumblad is currently employed by Riverbridge. Over the course of their career, they have held roles at Riverbridge Partners, LLC, Deloitte & Touche and Imst Distributors, LLC. Cumblad maintains Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Minnesota. Riverbridge is a financial advisory company operating out of Minneapolis, MN. The investment advisory business has a total of 43 people on staff. It manages $6 billion in assets under management across its 5,263 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 104 charities and foundations. Of its 5,263 accounts, 93% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The business has a number 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. Financial advisory fees typically are based on which services the firm provides the client. However, fee types charged by Riverbridge likely consist of some blend of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Austin Cumblad Work History
Austin has been registered as a financial advisor for 6 years.*
Imst Distributors, LLC
Riverbridge Partners, LLC
Deloitte & Touche
*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 Austin Cumblad 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.
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