BerganKDV Wealth Management is an investment advisor in Bloomington with $2.08 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
208172864
SEC advisor number
801-67536
FINRA CRD number
143038
AUM ?
$2.08 bn
(as of 8 Aug 22)
Accounts
2,977
(as of 8 Aug 22)
Employees
33
(23 investment advisory or research)
Address
BerganKDV Wealth Management
3800 AMERICAN BLVD
SUITE 1000
BLOOMINGTON
MN 55431
3800 AMERICAN BLVD
SUITE 1000
BLOOMINGTON
MN 55431
Phone
952-563-6930
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
24 Jul 23
13F-HR
Quarterly holdings report by institutional manager
27 Apr 23
13F-HR
Quarterly holdings report by institutional manager
31 Jan 23
13F-HR
Quarterly holdings report by institutional manager
24 Oct 22
13F-HR
Quarterly holdings report by institutional manager
13 Jul 22
13F-HR
Quarterly holdings report by institutional manager
9 May 22
13F-HR
Quarterly holdings report by institutional manager
28 Jan 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21
13F-HR
Quarterly holdings report by institutional manager
10 Aug 21
13F-HR
Quarterly holdings report by institutional manager
11 May 21