BerganKDV Wealth Management Review

Trust Score 97%
Trust Score info_outline

Last updated: June 26th, 2019. Data source: SEC filings.

BerganKDV Wealth Management, federally registered in 2007, is a Registered Investment Advisor (RIA) in 10 state(s) with a licensed staff of 19 advisors. BerganKDV Wealth Management manages $1.4 billion and provides investment advisory services for 931 clients (1:49 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $0
Average Client Balance $1,502,659
Hybrid Advisor No
Disciplinary History No
Total AUM $1.4 billion
Advisor / Client Ratio 1:49
Headquarters Bloomington, MN
SEC Filings Forms and Brochures    (CRD # 143038)
State(s) Registered AZ, FL, IL, IA, MN, MO, NE, ND, SD, VA

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