Financial Planning, a leading publication for independent financial advisors, named BerganKDV Wealth Management, LLC a Top 150 RIA firm in its January 2016 publication. With 1,446 accounts and over $1 billion listed in assets under management, BerganKDV Wealth Management ranked 107 on the list. Discovery Data compiled the rankings based on discretionary and nondiscretionary assets under management listed on SEC Form ADV.
A Registered Investment Advisor (RIA) is defined by the Securities and Exchange Commission as an individual or a firm that is in the business of giving advice about securities. RIAs receive compensation for giving advice on investing in securities such as stocks, bonds, mutual funds, or exchange traded funds.
“BerganKDV Wealth Management’s growth is thanks to our people and the relationships they develop with our clients,” said Dave Hinnenkamp, Partner in Charge of BerganKDV Wealth Management. “We take pride in helping clients accumulate, protect and distribute assets in accordance with their wishes and we do this by marrying the disciplines of investment management, tax planning, risk management and estate planning.”
About BerganKDV Wealth Management: BerganKDV Wealth Management offers asset allocation management, capital preservation, estate planning, financial planning, family office services, 401 (k) and retirement planning, and comprehensive wealth management. It is a division of BerganKDV which also offers business planning and consulting, tax, audit and accounting, payroll and technology services primarily in the Midwest. They employ nearly 300 people with seven offices across Iowa and Minnesota.