BerganKDV Wealth Management

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Last updated: February 23rd, 2020. Data source: SEC filings.

BerganKDV Wealth Management, federally registered in 2007, is a Registered Investment Advisor (RIA) in 13 state(s) with a licensed staff of 15 advisors. BerganKDV Wealth Management manages $1.3 billion and provides investment advisory services for 895 clients (1:60 advisor/client ratio). This firm does not have a disciplinary history.



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Firm Information

Feature Value
Rank (United States) Top 5%
Advisors Directory View Directory
Avg Advisor Years Registered 12
Percentage of Advisors Trusted 89%
Minimum Investment $0
Average Client Balance $1,419,778
Total AUM $1.3 billion
Advisor / Client Ratio 1:60
Headquarters Bloomington, MN
SEC Filings View SEC IAPD CRD #143038
State(s) Registered AZ, CA, FL, IL, IA, MN, MO, NE, ND, SD, TX, VA, WI

SEC data last verified 02/23/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.