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Twin Cities Five Star award winners



  • Five Star Wealth Manager award winner 2019-2020
  • BerganKDV Wealth Management, LLC Ranked #230 in Financial Advisor’s Annual RIA Ranking
  • BerganKDV Wealth Management, LLC Ranked #27 in Accounting Today Top Accounting Firms by AUM


Solutions for the Financial Complexities Created by Your Success

Managing your wealth effectively is one of the most meaningful responsibilities you can undertake on behalf of yourself and your family. It can also be one of the most complex, requiring insights into a variety of financial, investment, and risk management strategies and products — not to mention, continually changing tax laws.

At BerganKDV, we recognize that there are many investment and wealth management solutions, appropriate for a wide range of needs. Our philosophy is to find and customize the strategies that work best for you, based on a detailed understanding of your needs and other factors. One aspect that makes us different from many firms is that because we grew out of a CPA firm, our solutions seamlessly combine sound investment principles with tax-advantaged investment strategies.

Our expert team includes both Chartered Financial Analysts as well as CERTIFIED FINANCIAL PLANNER™ practitioners, allowing us to go far beyond basic investment strategies. Whether you’re looking to plan for retirement, fund a child’s education, or build a legacy for your heirs, we’re here to guide you every step of the way. Our comprehensive wealth management solutions address the five pillars of your financial well-being:

  • Financial Planning
  • Investment Planning
  • Risk Management & Insurance
  • Estates & Trusts
  • Tax Planning & Coordination
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Investment advisory services and fee-based planning offered through BerganKDV Wealth Management, LLC, an SEC Registered Investment Advisor.

*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one clients’ experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to 3,606 Twin Cities-area wealth managers were considered for the award; 589 (16% of candidates) were named 2020 Five Star Wealth Managers. 2019: 3,504 considered, 671 winners; 2018: 2,622 considered, 591 winners; 2017: 2,304 considered, 836 winners; 2016: 2,083 considered, 854 winners; 2015: 2,673 considered, 825 winners; 2014: 1,931 considered, 844 winners; 2013: 2,151 considered, 863 winners; 2012: 1,256 considered, 624 winners.