Bergankdv Wealth Management, LLC
Bergankdv Wealth Management, LLC (CRD# 143038) is a financial advisory firm headquartered in Bloomington, MN. They manage $2,142,629,262 in 2,671 accounts and serve the financial needs of clients across 14 states (or territories).
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Total Assets Under Management2,143MILLION
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Total Number of Accounts2,671ACCOUNTS
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Average Account Value$802,182
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, IA, IL, MN, MO, ND, NE, SD, TX, VA, WI
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.
Adam Heathcote (CRD# 4811685) 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. 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.
Todd Henningsen (CRD# 5687068) is an Investment Advisor Representative working at Bergankdv Wealth Management, LLC in Bloomington, MN and has over 12 years of experience in the finance industry.
Derek Hoyt (CRD# 4644343) 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.
Rachel Keene (CRD# 6022704) is an Investment Advisor Representative working at Bergankdv Wealth Management, LLC in Bloomington, MN and has over 5 years of experience in the finance industry.
John Lamale (CRD# 4579152) is an Investment Advisor Representative working at Bergankdv Wealth Management, LLC in Bloomington, MN and has 1 year of experience in the finance industry.
Telford Lodden (CRD# 4544381) is an Investment Advisor Representative working at Bergankdv Wealth Management, LLC in Bloomington, MN and has over 19 years of experience in the finance industry.
Theodore Nahas (CRD# 5957724) is an Investment Advisor Representative working at Bergankdv Wealth Management, LLC in Bloomington, MN and has over 10 years of experience in the finance industry.
Kyle Nelson (CRD# 6719931) is an Investment Advisor Representative working at Bergankdv Wealth Management, LLC in Bloomington, MN and has over 5 years of experience in the finance industry.
Ian O'brien (CRD# 4440592) is an Investment Advisor Representative working at Bergankdv Wealth Management, LLC in Bloomington, MN and has over 3 years of experience in the finance industry.