September 22, 2017
BerganKDV Wealth Management, LLC ranked 118th with $866.5 million in total asset value of the DC plans supported, 105 supported plans and 17,000 total participants covered by DC plans.
August 22, 2017
BerganKDV staff from the Iowa City and Coralville locations are moving today to a new office.
August 16, 2017
BerganKDV, Ltd. was ranked #81 nationally with nearly $48 million in net revenue.
July 20, 2017
Financial Advisor magazine, a leading publication for financial advisors, recently released its national ranking of firms that are registered investment advisors (RIA) and provide financial planning and related services to individual clients.
July 4, 2017
BerganKDV is excited to announce they have acquired Farmington, Minnesota based Beltz, Kes, Darling & Associates (BKDA) as of July 1, 2017. This partnership brings together two firms with a strong synergy for putting clients and relationships first.
June 15, 2017
The 2016 BerganKDV recruitment campaign received the Association for Accounting Marketing’s Marketing Achievement Award in the Marketing and PR Campaigns category. Recipients of the AAM-MAAs were announced at the AAM-MAA's Gala that took place during the Association's 2017 Summit in Las Vegas at the MGM Grand, June 12-15.
March 20, 2017
BerganKDV was recently ranked in the top 100 accounting firms, based on revenue, by Accounting Today. The firm was listed at #81 with $48.13 million in revenues and is also listed as a regional leader, ranked as the fifth largest firm in the Midwest region, which includes Iowa, Kansas, Minnesota, Missouri, Nebraska, North Dakota and South Dakota.
February 27, 2017
The Minneapolis/St. Paul Business Journal named BerganKDV as one of the Top Accounting Firms in the Twin Cities metro area. The firm employs 153 CPAs and professionals and has a total staff of 162 in its Bloomington and St. Cloud offices which ranks the firm as the 10th largest firm in the metro.
February 6, 2017
Financial Planning, a leading publication for independent financial advisers, recently released its list of the Top 150 Registered Investment Advisor firms in the January 2017 issue. BerganKDV Wealth Management, LLC moved up from last year’s ranking of 107th to 99th, with 1,722 accounts and over $1.3 billion in assets under management.
December 13, 2016
BerganKDV is excited to announce they have acquired Iowa City, Iowa based Carlson Hartsock & Guither PLC as of December 5, 2016. This partnership brings together two firms with a strong synergy for putting clients and relationships first.
June 29, 2016
Accounting Today recently named BerganKDV Wealth Management as the 24th largest wealth management firm ranked by assets under management for 2016.
March 15, 2016
Accounting Today ranked BerganKDV as the firm with the most growth in the Top 100 firms thanks to the merger of Bergan Paulsen, Networking Solutions and KDV. This growth allowed BerganKDV to make the Top 100 list for the first time this year.
February 16, 2016
The Minneapolis/St. Paul Business Journal named BerganKDV Wealth Management, LLC as one of the Top Wealth Management Firms in the Twin Cities metro area.
February 11, 2016
Financial Planning, a leading publication for independent financial advisors, named BerganKDV Wealth Management, LLC a Top 150 RIA firm in its January 2016 publication.
August 18, 2015
A new financial planning solution, Lifewise, is aimed at keeping the process of financial planning simple, easy to use and focused on the consumer.
Bergan Paulsen & Networking Solutions (now BerganKDV) Rank no. 4991 and 4972, Respectively, on the 2015 INC. 5000
August 12, 2015
Inc. magazine today ranked Bergan Paulsen and Networking Solutions (now BerganKDV) numbers 4991 and 4972, respectively, on its 34th annual Inc. 5000, an exclusive ranking of the nation's fastest-growing private companies.
August 3, 2015
Bergan Paulsen, Networking Solutions and KDV announced today they have merged as of July 1, 2015 to become BerganKDV. The new firm offers business planning and consulting, tax, audit and accounting, payroll and 401(k), technology, and wealth management services primarily in the Midwest.