BerganKDV Wealth Management Named a 2023 Best Place to Work for Financial Advisers by InvestmentNews

For another year in a row, BerganKDV Wealth Management has been ranked one of InvestmentNews’ Best Places to Work for Financial Advisers for 2023. The firm was chosen as one of this year’s top 75 based on employer and employee surveys covering everything from company culture, benefits, career development and more.

“Our team is honored to be recognized on InvestmentNews’ list for another consecutive year,” said Matt Cosgriff, CFP®, Director of Wealth Management at BerganKDV. “We take pride in establishing a firm culture that motivates and inspires. Our team has a shared passion for teamwork and helping clients navigate their financial journeys, and that passion shines through in our open and collaborative work environment.”

Every year, InvestmentNews partners with Best Companies Group to conduct a survey that determines the year’s list of top workplaces. Best Companies Group is an independent research firm specializing in identifying and recognizing organizations in a defined geographic area or industry that successfully demonstrate and maintain workplace excellence.

The research firm analyzes survey data which is comprised of employer and employee responses, and sorts through to determine the unique qualities of each firm. These standout qualities are then used as ranking criteria for the list. This is the third year in a row that BerganKDV has been included in InvestmentNews’ list of top workplaces for financial advisers.

To learn more about the InvestmentNews 2023 75 Best Places to Work for Financial Advisers, please go to



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, wealth management, and turnaround management services.

Investment advisory services and fee-based planning offered through BerganKDV Wealth Management, LLC, an SEC Registered Investment Advisor.


Meet Our Team

Powered by people who do business the Midwest way.


Learn More About the Industries We Serve

From agribusiness to construction and real estate we've got you covered.