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News
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Creative Planning Acquires BerganKDV
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Creative Planning Acquires BerganKDV
June 05, 2023BerganKDV’s Retirement Plan Solutions Named a 2022 Top Multi-Office DC Advisor Team by NAPA
March 27, 2023BerganKDV Wealth Management, LLC Listed as Top Firm by Minneapolis/St. Paul Business Journal
March 10, 2023BerganKDV Wealth Management Named a 2023 Best Place to Work for Financial Advisers by InvestmentNews
March 09, 2023Alliance Management, a BerganKDV Company Expands Expertise and Reach Through New Sales Leader
March 01, 2023Britt Von Roden Joins American Cancer Society Iowa Area Board
January 13, 2023Alliance Management, a BerganKDV Company, Earns Transaction of the Year Award From The Turnaround Management Association’s Minnesota Chapter
December 07, 2022BerganKDV Donates $60,000 to Nonprofits This Holiday Season
November 29, 2022BerganKDV Observes Veterans Day With Paid Day off for Team Members Who Served or Are Currently Serving in U.S. Military
November 11, 2022BerganKDV Concludes Its Annual United Way Campaign Raising $100,000
November 04, 2022BerganKDV Announces the Hiring of a New Executive Director of Diversity, Equity and Inclusion (DEI)
October 25, 202279 BerganKDV Team Members Across the Firm Receive Promotions
September 16, 2022Alliance Management, a BerganKDV Company, Opens Milwaukee Office and Adds Two New Team Members
September 12, 2022BerganKDV Ranked as an INSIDE Public Accounting (IPA) Top 100 Firm for 2022
September 01, 2022
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BerganKDV Builds Toward Future With New Firm Restructure
December 07, 2021BerganKDV Recognized on Forbes’ Lists of America’s Best Tax and Accounting Firms for 2022
December 07, 2021BerganKDV Donates Over $115,000 to Nonprofits This Holiday Season
November 30, 2021BerganKDV Observes Veterans Day With Day off for Employees Who Served or Are Currently Serving in U.S. Military
November 11, 2021BerganKDV Holds Second Annual REST Week to Bring Awareness to Employee Mental Health and Wellbeing
October 28, 2021Bryan Stobb, CFP®, CIMA® Joins BerganKDV as a Senior Wealth Advisor, Marks Launch of Wealth Management Services in ICR Market
September 29, 2021Lee Roberts Elected Vice President of the Independent Payroll Providers Association
September 22, 2021
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BerganKDV Team Member Receives ISCPA’s Rising Star Award
December 16, 2020BerganKDV Technology Services Team Earns Spot on NextGen 101 List
December 10, 2020BerganKDV Recognizes Team Members Who Have Served or Are Currently Serving in Armed Forces
November 09, 2020BerganKDV Kansas City Market Grows with Addition of Two Key Staff
November 04, 2020BerganKDV Names Chad Greenlee ICR Market Leader
October 19, 2020BerganKDV Creates and Launches REST Week Aimed to Support Employee Wellbeing and Raise Awareness of Mental Health
October 09, 2020BerganKDV Named Des Moines Business Record Runner-Up For Best Computer Consulting Company
September 25, 2020Wealth Advisor Todd Henningsen Named a 20 Under 40 Award Recipient
September 09, 2020BerganKDV Wealth Management, LLC Ranked in Financial Advisor’s Annual RIA Ranking
September 09, 2020
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Halli Rodriguez Named Board Treasurer for Central Minnesota’s Kids Fighting Hunger
December 30, 2019Rapp Named Top 100 Retirement Plan Advisor Under 40 by National Association of Plan Advisors
December 11, 2019BerganKDV Earns 2019 Human Capital Management Partner of the Year Award from Kronos
December 11, 2019BerganKDV Staff Donate More Than $77,000 to Local United Way Campaigns
December 10, 2019Eikmeier Earns Sage Intacct Implementation Certification
November 26, 2019Nicole Mead named ICR Market Sales Leader
November 14, 2019Hennepin County Recognizes BerganKDV for Worksite Wellness Program
November 14, 2019Talent and Marketing Teams Combine to Become Laser Focused on Employee and Client Engagement
November 04, 2019
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BerganKDV Names Becky Morgan as Board Chairwoman
December 05, 2018BerganKDV Names Jodi Rinne Government Market Leader
December 03, 2018BerganKDV Launches Mobile App for Wealth Management Clients
October 23, 2018BerganKDV Names Cedar Valley Market Leaders
September 24, 2018BerganKDV Investing in Future Leaders
September 17, 2018BerganKDV Names Iowa City-Cedar Rapids Market Leaders
August 30, 2018BerganKDV Names Twin Cities Market Leaders
August 30, 2018BerganKDV Names Des Moines Market Leaders
August 30, 2018BerganKDV Names St. Cloud Market Leaders
August 30, 2018
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BerganKDV Wealth Management, LLC Ranked a 2017 Top DC Advisor Firm
September 22, 2017BerganKDV Moves to New Office in Coralville
August 22, 2017BerganKDV Acquires Beltz, Kes, Darling & Associates
July 05, 2017BerganKDV Named Top Accounting Firm by Business Journal
February 27, 2017BerganKDV Wealth Management, LLC Ranked as a Top 150 RIA Firm for 2017
February 06, 2017BerganKDV Acquires Carlson Hartsock & Guither PLC
December 14, 2016BerganKDV Named 2016 Top Growth Firm by Accounting Today
March 15, 2016BerganKDV Wealth Management Named Top Firm by Business Journal
February 17, 2016BerganKDV Wealth Management, LLC Named Top 150 RIA Firm for 2016
February 11, 2016
