BerganKDV Wealth Management Review


Trust Score 97%
Trust Score info_outline
Share

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 941 clients (1:50 advisor/client ratio). This firm does not have a disciplinary history.

Benefits

info_outline
View More keyboard_arrow_down

Considerations

info_outline
View More keyboard_arrow_down



Download PDF


Firm Information


Feature Value
Minimum Investment $0
Avg Account Balance $1,486,690
Hybrid Advisor No
Disciplinary History No
Total AUM $1.4 billion
Advisor / Client Ratio 1:50
Headquarters Bloomington, MN
SEC Filings Forms and Brochures
State(s) Registered AZ, FL, IL, IA, MN, MO, NE, ND, SD, VA


Questions & Answers



Get answers about BerganKDV Wealth Management


Ask a question question_answer