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Annie Rani Paul

Riverbridge

Minneapolis, MN

CRD 7296109

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Employer firm

Riverbridge CRD 108074

$5.03B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Riverbridge

80 South Eighth Street Suite 1500, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2021-01-06
  • MN RA
    APPROVED
    Since 2021-01-06

Branch Locations

80 South Eighth Street Suite 1500, Minneapolis, MN 55402 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Riverbridge Partners, Llc Minneapolis MN 10/2019 Present
Unitedhealth Group Minnetonka MN 05/2017 10/2019
Tripletree Llc Edina MN 06/2015 05/2017
  • 10/2019 → Present
    Riverbridge Partners, Llc
    Minneapolis, MN
  • 05/2017 → 10/2019
    Unitedhealth Group
    Minnetonka, MN
  • 06/2015 → 05/2017
    Tripletree Llc
    Edina, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-01-06
  • S65 Uniform Investment Adviser Law Examination
    2021-01-06

View on SEC IAPD

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THRIVENT ASSET MANAGEMENT, LLC
THRIVENT PRIVATE INVESTMENTS

Nearby Investors

Matthew William Hogan
GREGORY ALAN KLEIN
Bryon Andrew Eggan

Nearby Offices

HAYS FINANCIAL GROUP, LLC · MINNEAPOLIS, MN
THRIVENT ASSET MANAGEMENT, LLC · MINNEAPOLIS, MN
THRIVENT PRIVATE INVESTMENTS · MINNEAPOLIS, MN

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