BerganKDV Wealth Management Review

Trust Score 97%
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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.


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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

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