Confidence.
Integrated approach. Individual expertise. 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.
We offer a unique selection of services with an integrated approach; designed with you in mind.
PRIVATE CLIENT & FAMILY SERVICES FINANCIAL PLANNING We understand how important it is to plan carefully and consider the whole picture when it comes to managing wealth. TAX PLANNING Our 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!
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.
At BerganKDV Wealth Management we do all we can to help you achieve success.
INSTITUTIONAL 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.
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
Dave Hinnenkamp, CPA Principal/Wealth Advisor dave.hinnenkamp@bergankdv.com
*Paul Radeke, CFP® Principal/Wealth Advisor paul.radeke@bergankdv.com
*Adam Heathcote, CFS Wealth Advisor adam.heathcote@bergankdv.com
Sam Rouman, CFP®, AIF®, ChFC, CLU Wealth Advisor sam.rouman@bergankdv.com
Angela Thomas Wealth Advisor angela.thomas@bergankdv.com
Rebecca Oelrich Wealth Advisor rebecca.oelrich@bergankdv.com
William Hahesy, CFA Wealth Advisor william.hahesy@bergankdv.com
Derek Dockendorf, CPA, CFP® Wealth Advisor derek.dockendorf@bergankdv.com
Derek Hoyt, CFA Chief Investment Officer derek.hoyt@bergankdv.com
Greg Stecher Operations Director & Chief Compliance Officer gregory.stecher@bergankdv.com
*Cami Peterson, CPA, QPFC Retirement Plan Advisor cami.peterson@bergankdv.com
Gary Voggesser Retirement Plan Advisor gary.voggesser@bergankdv.com
Rachel Keene Client Support Specialist rachel.keene@bergankdv.com
Sue Desrosier Client Support Specialist sue.desrosier@bergankdv.com
Jacklyn Anderson Client Support Specialist jacklyn.anderson@bergankdv.com
Tim Ronning Investment Account Specialist timothy.ronning@bergankdv.com
Lori Buettner Client Support Specialist lori.buettner@bergankdv.com
Shannon Nies Client Support Specialist shannon.nies@bergankdv.com
Samantha Dahlquist Client Support Specialist
Heather Gunderson CPA, CGMA Estate Plan Specialist heather.gunderson@bergankdv.com
Leighton Smith, JD, MBA Estate Plan Consultant leighton.smith@bergankdv.com
Royce Nies, CFP® Business Development royce.nies@bergankdv.com
*Registered Representatives of ValMark Securities
samantha.dahlquist@bergankdv.com
Matt Cosgriff, CFP® Wealth Advisor matt.cosgriff@bergankdv.com
Broker-Dealer Branch Office Locations: Minneapolis 3800 American Blvd W Suite 1000 Minneapolis, MN 55431 952.563.6900
St. Cloud 220 Park Avenue S. P.O. Box 1304 St. Cloud, MN 56301 320.650.0250
Registered Investment Advisory Office Locations: Cedar Falls 602 Main St. Suite 100 Cedar Falls, IA 50613 319.268.1715
Cedar Rapids 2720 First Ave. NE Suite 300 Cedar Rapids, IA 52402 319.294.8000
Coralville 2530 Corridor Way Suite 301 Coralville, IA 52241 319.248.0367
Des Moines 9207 Northpark Drive Johnston, IA 50131 515.727.5700
Waterloo 100 East Park Ave., Suite 300 Waterloo, IA 50703 319.234.6885
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.