BerganKDV Wealth Management, LLC has achieved a great milestone and surpassed over two billion dollars in assets under management (AUM). The BerganKDV Wealth Management team is comprised of fiduciary advisors who operate on a fee-only approach providing advice to our clients. Advisors assist clients on a daily basis with various offerings such as financial planning, investment planning, risk management, estate planning, tax strategies, and retirement plan services to ensure clients are equipped with the tools they need to achieve their financial goals.
“Hitting this milestone is a major accomplishment for our team but it’s only the beginning,” said Matt Cosgriff, CFP®, Wealth Management Solutions Leader at BerganKDV. “Our team has a contagious passion and drive for client service that is illustrated through their work and client interactions. I’m confident our focus on integrating our deep tax expertise across BerganKDV into our wealth management offering will continue to set us apart in the marketplace and lead us on the path of sustained growth for the future.”
BerganKDV Wealth Management, LLC is led by Matt Cosgriff, CFP® and has around 25 team members working in the firm’s Minnesota, Iowa, and Nebraska locations. The Wealth Management team works to ensure the proper mix of products and services are available to deliver on the firm’s mission to create wow client experiences across all markets in the firm.