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 #276 nationally with approximately $1.27 billion in total assets under management as of December 31, 2019.
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.
“The wealth management team at BerganKDV are proud to be fiduciaries,” said Wealth Management Solution Leader Matt Cosgriff, CFP®, “We honor the relationship we have with our clients and since we are independent advisors, we have the freedom to help guide our clients in an objective manner that is in their best interest, not ours.”
Reaching 110,000 qualified readers each month, Financial Advisor delivers essential market information and strategies that advisors need to succeed in their increasingly complex environment. Financial Advisor focuses on sophisticated planning and investment strategies to help advisors better serve their affluent clients, as well as practice management ideas to help advisors build their firms.
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