Andrew Kelly Harbeck

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2017 → Present
  Riverbridge Partners, Llc
  Minneapolis, MN
• 05/2015 → 03/2017
  Riverbridge Partners, Llc
  Minneapolis, MN
• 04/2018 → Present
  Foreside Fund Services, Llc
  Minneapolis, MN

Other Businesses

1) RIVERBRIDGE PARTNERS, LLC, MINNEAPOLIS, MN, INVESTMENT RELATED-RIA, CLIENT RELATIONSHIP MANAGER, SERVICING ONGOING NEEDS OF FIRM'S CLIENTS, START DATE 05/2015, 173 HOURS PER MONTH WITH 140 DURING SECURITIES TRADING HOURS. 2) IN ADDITION TO BEING AN INVESTMENT ADVISOR REPRESENTATIVE OF RIVERBRIDGE PARTNERS, LLC, THIS ASSOCIATE IS A REGISTERED REPRESENTATIVE OF IMST DISTRIBUTORS, LLC, AN UNAFFILIATED BROKER DEALER. THE ASSOCIATE IS A REGISTERED REPRESENTATIVE FOR PURPOSES OF IMST DISTRIBUTORS, LLC.

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-05-17
• S65 Uniform Investment Adviser Law Examination
  2018-04-02

Other Names

• Drew Harbeck