Gregory Stecher, financial advisor Bloomington MN
93 score

Gregory Stecher

CRD Number: 1361184
Current Firm: Bergankdv Wealth Management, LLC

Gregory Stecher (CRD# 1361184) is an Investment Advisor Representative working at Bergankdv Wealth Management, LLC in Bloomington, MN and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Heartwood Investments, LLC Waterloo, IA Apr 2016 - Current < 1
Kdv Wealth Management Bloomington, MN Nov 2013 - Current 2
Gradient Advisors, LLC Shoreview, MN Feb 2010 - Nov 2013 3
Gradient Securities, LLC Shoreview, MN Oct 2009 - Nov 2013 4
Unemployed Woodbury, MN Jan 2009 - Oct 2009 < 1
Workman Securities Corporation Eden Prairie, MN Jun 2008 - Apr 2009 < 1
Gwg Broker Services LLC Minneapolis, MN Nov 2007 - Jan 2009 1
Unemployed Woodbury, MN May 2007 - Nov 2007 < 1
Axa Equitable Minneapolis, MN Mar 1985 - May 2007 22
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 1999
S66 NASAA Uniform Combined State Law Examination Dec 2010
Contact Info for Gregory J. Stecher
Phone Number: 888-812-3533
Firm Website:
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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