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Cole Allen Ellefson

Riverbridge

Minneapolis, MN

CRD 7504063

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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 2022-02-15
  • MN RA
    APPROVED
    Since 2022-02-15

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 Minneapolis MN 08/2017 Present
Pavilion Advisory Group Minneapolis MN 04/2015 08/2017
  • 08/2017 → Present
    Riverbridge Partners
    Minneapolis, MN
  • 04/2015 → 08/2017
    Pavilion Advisory Group
    Minneapolis, MN
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

HAYS FINANCIAL GROUP, LLC
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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