Todd Henningsen, CFA, CFP®

Wealth Advisor

“New clients often come to work with me when they are at the point where they value a customized wealth plan. They have generally accumulated the assets, but haven't yet streamlined their financial plan to fit their unique needs. I work with clients to develop and implement their plan. Our work together gives clients an understanding of where they are today and into the future. This peace of mind allows them to focus more on their families, hobbies and all the reasons they saved the money in the first place.”

// CONTACT: 319.296.7732

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Todd began his career in wealth management as a stock research analyst, looking at individual equity and fixed income securities. He managed portfolios and assessed their conformance with written investment guidelines. Over time his responsibilities increased where he split his time between client-facing activities, research and business development. He also paid it forward by mentoring students from his alma mater to start their careers as financial analysts.

At BerganKDV, Todd utilizes his investment research skills to help clients improve their financial lives. He enjoys interacting with clients on their investment portfolios and retirement plans to ensure they not only have enough resources to enjoy their retirement but also to preserve their wealth for future generations.

Todd is a board member, treasurer and a member of the investment committee for the Community Foundation of Northeast Iowa, a board member for the LORAL Trust and is a member of the Cedar Valley Rotary Club and is the past Foundation Chair for the club. He earned his degree in finance and real estate from the University of Northern Iowa and is a Chartered Financial Analyst^® charterholder.

// Todd Henningsen, CFA, CFP®’s RECENT BLOG