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.”
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About BerganKDV: BerganKDV is a leading professional services firm with a contagious culture; where growth is fostered and making a difference means something. Our values drive our decisions, and our passion is empowering people and creating a wow experience for our clients.
Powered by people who do business the Midwest way, BerganKDV delivers comprehensive business, financial and technology solutions including business planning and consulting, tax, assurance and accounting, technology, workforce management, wealth management and turnaround management services.
Investment advisory services and fee-based planning offered through BerganKDV Wealth Management, an SEC Registered Investment Advisor.