bergankdv wealth management team ebrochure
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At BerganKDV Wealth Management, we help our clients accumulate, protect
and distribute their assets in accordance with their wishes. We do this
by marrying the disciplines of investment management, tax planning, risk
management and estate planning.
Integrated approach. Individual expertise.
FINANCIAL PLANNING We understand how important it is to plan carefully and consider the whole picture when it comes to managing wealth.
TAX PLANNINGOur unique combination of wealth management and accounting expertise allows us to integrate these disciplines to give you a broader financial perspective beyond basic investment strategies.
INVESTMENT STRATEGIES Using our years of professional experience, we’ll work closely with your business, government, and nonprofit organizations to chart a solid course that is perfectly aligned with your organization’s fiscal goals.
RISK MANAGEMENT & INSURANCE Managing risk and protecting your assets is a key component to managing your wealth, but it can often be overlooked when simply focusing on investment strategies.
ESTATE & TRUST PLANNING You’ve worked hard to build your assets. At BerganKDV Wealth Management we work equally hard to help you protect those assets and leave the legacy you desire. FAMILY OFFICE Our Family Office is uniquely positioned to provide a complete range of planning and advisory services to affluent families.
LIFEWISE For working professionals, time and money is precious; Lifewise helps make the most of both!
We offer a unique selection of services with an integrated approach; designed with you in mind.
Few things have such a far-reaching impact on every aspect of your life as your finances. That’s why we take the time to get to know you and your goals.
PRIVATE CLIENT & FAMILY SERVICES
401(K) & RETIREMENT PLAN ADVISORY Our Retirement Solutions group helps small to mid-size organizations select, manage and optimize their retirement plans.
LIFEWISE FOR THE WORKPLACE You’ve invested a lot of money in hiring and training your workforce. Now focus on retaining them with Lifewise’s personal finance solutions.
BUSINESS TRANSITION PLANNING When your business feels like part of your family, you want to know that it’s going to be taken care of when you’re ready for the next stage of your life.
ENDOWMENTS & FOUNDATIONS Coupling our nonprofit industry expertise with our investment consulting services to support your organization. Learn how our team can assist you.
OUTSOURCED PORTFOLIO MANAGEMENT Our approach is to create a strategy which aligns clients’ unique needs and preferences to a diversified investment portfolio and custom allocation model.
INSTITUTIONAL SERVICES
At BerganKDV Wealth Management we do all we can to help you achieve success.
Matt Cosgriff, CFP® Wealth Advisor [email protected]
*Paul Radeke, CFP® Principal/Wealth Advisor [email protected]
Gary Voggesser Retirement Plan Advisor [email protected]
Rachel Keene Client Support Specialist [email protected]
Dave Hinnenkamp, CPA Principal/Wealth Advisor [email protected]
Royce Nies, CFP® Business Development [email protected]
Derek Hoyt, CFA Chief Investment Officer [email protected]
Shannon Nies Client Support Specialist [email protected]
Lori Buettner Client Support Specialist [email protected]
Angela Thomas Wealth Advisor [email protected]
*Cami Peterson, CPA, QPFC Retirement Plan Advisor [email protected]
Sue Desrosier Client Support Specialist [email protected]
Greg Stecher Operations Director & Chief Compliance Officer [email protected]
Tim Ronning Investment Account Specialist [email protected]
Sam Rouman, CFP®, AIF®, ChFC, CLU Wealth Advisor [email protected]
Samantha Dahlquist Client Support Specialist [email protected]
Rebecca Oelrich Wealth Advisor [email protected]
William Hahesy, CFA Wealth Advisor [email protected]
Jacklyn Anderson Client Support Specialist [email protected]
Heather Gunderson CPA, CGMA Estate Plan Specialist [email protected]
Derek Dockendorf, CPA, CFP® Wealth Advisor [email protected]
We are fundamental investors, forward-thinking CPAs and creative risk and estate planners. Think of us as your personal Chief Financial Officer.
WEALTH MANAGEMENT TEAM
Leighton Smith, JD, MBA Estate Plan Consultant [email protected]
*Adam Heathcote, CFS Wealth Advisor [email protected]
*Registered Representatives of ValMark Securities
www.bergankdv.com
Investment Advisory Services offered through BerganKDV Wealth Management LLC, an SEC Registered Investment Advisor. Securities offered through ValMark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431 1-800-765-5201 BerganKDV Wealth Management LLC is a separate entity from ValMark Securities, Inc.
Broker-Dealer BranchOffice Locations:
Minneapolis3800 American Blvd WSuite 1000Minneapolis, MN 55431952.563.6900
St. Cloud220 Park Avenue S.P.O. Box 1304St. Cloud, MN 56301320.650.0250
Registered InvestmentAdvisory Office Locations:
Cedar Falls 602 Main St.Suite 100Cedar Falls, IA 50613319.268.1715
Cedar Rapids 2720 First Ave. NESuite 300Cedar Rapids, IA 52402319.294.8000
Coralville 2530 Corridor WaySuite 301Coralville, IA 52241319.248.0367
Des Moines9207 Northpark DriveJohnston, IA 50131515.727.5700
Waterloo 100 East Park Ave., Suite 300Waterloo, IA 50703319.234.6885