Bergankdv Wealth Management, LLC

Bergankdv Wealth Management, LLC (CRD# 143038) is a financial advisory firm headquartered in Bloomington, MN. They manage $1,342,921,109 in 2,478 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,343
    MILLION
  • Total Number of Accounts
    2,478
    ACCOUNTS
  • Average Account Value
    $541,937
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IA, IL, MN, MO, ND, NE, SD, TX, VA, WI

Financial Advisors at Bergankdv Wealth Management, LLC
Showing 1 - 10 of 21 top financial advisors.
1
Matthew A. Cosgriff
CRD#: 6290623
3800 American Blvd W, Suite 1000, Bloomington, MN 55431

Matthew Cosgriff (CRD# 6290623) is an Investment Advisor Representative working at Bergankdv Wealth Management, LLC in Bloomington, MN and has 1 year of experience in the finance industry.

2
Eugene G. Garrelts
CRD#: 4090788
16924 Frances Street, Suite 200, Omaha, NE 68130

Eugene Garrelts (CRD# 4090788) is an Investment Advisor Representative working at Bergankdv Wealth Management, LLC in Omaha, NE and has over 20 years of experience in the finance industry.

3
Adam D. Heathcote
CRD#: 4811685
3800 American Blvd, Suite 1000, Bloomington, MN 55431

Adam Heathcote (CRD# 4811685) is an Investment Advisor Representative working at Bergankdv Wealth Management, LLC in Bloomington, MN and has over 15 years of experience in the finance industry. Adam Heathcote has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Todd C. Henningsen
CRD#: 5687068
3800 American Blvd, Suite 1000, Bloomington, MN 55431

Todd Henningsen (CRD# 5687068) is an Investment Advisor Representative working at Bergankdv Wealth Management, LLC in Bloomington, MN and has over 11 years of experience in the finance industry.

5
Derek R. Hoyt
CRD#: 4644343
3800 American Blvd W, Suite 1000, Bloomington, MN 55431

Derek Hoyt (CRD# 4644343) is an Investment Advisor Representative working at Bergankdv Wealth Management, LLC in Bloomington, MN and has over 15 years of experience in the finance industry.

6
Rachel A. Keene
CRD#: 6022704
3800 American Blvd, Suite 1000, Bloomington, MN 55431

Rachel Keene (CRD# 6022704) is an Investment Advisor Representative working at Bergankdv Wealth Management, LLC in Bloomington, MN and has over 4 years of experience in the finance industry.

7
John E. Lamale
CRD#: 4579152
12100 Meredith Drive, Suite 200, Urbandale, IA 50323

John Lamale (CRD# 4579152) is an Investment Advisor Representative working at Bergankdv Wealth Management, LLC in Urbandale, IA and has 1 year of experience in the finance industry.

8
Telford A. Lodden
CRD#: 4544381
3800 American Blvd, Suite 1000, Bloomington, MN 55431

Telford Lodden (CRD# 4544381) is an Investment Advisor Representative working at Bergankdv Wealth Management, LLC in Bloomington, MN and has over 18 years of experience in the finance industry.

9
Theodore M. Nahas
CRD#: 5957724
3800 American Blvd, Suite 1000, Bloomington, MN 55431

Theodore Nahas (CRD# 5957724) is an Investment Advisor Representative working at Bergankdv Wealth Management, LLC in Bloomington, MN and has over 9 years of experience in the finance industry.

10
Ian M. O'brien
CRD#: 4440592
3800 American Blvd, Suite 1000, Bloomington, MN 55431

Ian O'brien (CRD# 4440592) is an Investment Advisor Representative working at Bergankdv Wealth Management, LLC in Bloomington, MN and has 1 year of experience in the finance industry.

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