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.