The Minneapolis/St. Paul Business Journal named BerganKDV Wealth Management, LLC as one of the Top Wealth Management Firms in the Twin Cities metro area. The wealth management division employs 23 staff members in its Bloomington and St. Cloud offices and manages $1.25 billion resulting in a rank of 32nd largest in the metro. Covering 24 counties in the Twin Cities metro area, the Minneapolis/St. Paul Business Journal lists and ranks the largest companies in various industries.
“BerganKDV Wealth Management team members take pride in helping clients accumulate, protect and distribute assets in accordance with their wishes,” said Dave Hinnenkamp, Partner in Charge of BerganKDV Wealth Management. “We look at all aspects of a client’s portfolio, including investment management, tax planning, financial planning and estate planning to help them chart a solid course for their financial future.”
About BerganKDV: BerganKDV was formed when three successful firms merged – Bergan Paulsen, Networking Solutions and KDV. Combined, their roots trace all the way back to the 1940s.
From humble beginnings as trusted business advisory firms, they have expanded and adapted to now offer business planning and consulting, tax, audit and accounting, technology and wealth management services throughout the Midwest. They employ nearly 300 people with seven offices across Iowa and Minnesota.