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. BerganKDV Wealth Management, LLC was ranked #230 nationally with approximately $1.39 billion in total assets under management as of December 31, 2018.
A 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 have a fiduciary duty to their clients, which means they have a fundamental obligation to provide suitable investment advice and always act in their clients’ best interests.
“Our wealth management team is passionate about being constantly focused on our mission to positively impact the lives of our clients,” said Wealth Management Solution Leader Matt Cosgriff, CFP®, “We have the tools and expertise to help clients navigate their financial lives so they have the peace of mind knowing that their wealth is being managed with their best interests at heart.”
#
