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Twin Cities Five Star award winners

PROFESSIONAL PROFILE

BerganKDV Wealth Management
3800 American Blvd Ste 1000
Bloomington, MN 55431
Office: 952-563-6900
info@bergankdv.com
https://www.bergankdv.com/services/wealth-management/

Professional Approach

BerganKDV is a leading professional services firm with a contagious culture where growth is fostered and making a difference means something. Our values drive our decisions, and our passion is empowering people and creating a wow experience for our clients.

Powered by people who do business the Midwest way, BerganKDV delivers comprehensive business, financial and technology solutions including business planning and consulting tax, assurance and accounting, technology, workforce management, wealth management and turnaround management services.

Sam Rouman, AIF®, CFP®, CLU®, ChFC®

Chief Planning Officer, Wealth Advisor

Phone: 952-563-6950

Sam works with clients on an individual basis to learn about their specific needs and determine an appropriate financial plan that matches their goals, oversees the implementation of the plan and helps clients monitor how things are going. Over the course of time, Sam helps clients make any necessary adjustments to stay on course, even if that course might change. 

Sam enjoys being engaged with his peers to continually learn new ideas and stay abreast of industry news and trends. For more than 20 years, Sam has been an active member of the Twin Cities Chapter of the Society of Financial Services Professionals. He is also a member of the Financial Planning Association, Twin Cities Estate Planning Council and the American Association of Individual Investors. 

Sam holds a bachelor’s degree from the University of Michigan and a master’s degree from the University of St. Thomas. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, accredited investment fiduciary, chartered life underwriter and chartered financial consultant. 

Becca Oelrich, CFP®

Wealth Advisor

Phone: 320-229-6186

Becca helps clients reach their goals by continually assessing their risk/insurance, tax, financial planning, investments and estate planning needs. She likes the systematic plan of attack that is taken to analyzing available solutions and turning that into a customized plan for each client she works with. Becca is known for going the extra mile to know what her clients are passionate about outside of their financial world. She enjoys learning about what makes a client’s day and the little things that are important to them. 

Becca earned her bachelor’s degree in biology from Truman State University and is a CERTIFIED FINANCIAL PLANNER™ practitioner. She is involved with the Central Minnesota Estate Planning Council. 

This award was issued on 12/1/21 by Five Star Professional (FSP) for the time period 03/29/2021 through 10/8/2021. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 4544 Twin Cities-area wealth managers were considered for the award; 622 (14% of candidates) were named 2022 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2021: 4004, 630, 16%, 12/1/20, 3/30/20 - 10/23/20; 2020: 3606, 589, 16%, 12/1/19, 3/1/19 - 10/25/19; 2019: 3504, 671, 19%, 12/1/18, 3/23/18 - 10/23/18; 2018: 2622, 591, 23%, 12/1/17, 2/23/17 - 10/13/17; 2017: 2304, 836, 36%, 11/1/16, 2/25/16 - 10/14/16; 2016: 2083, 854, 41%, 11/1/15, 4/17/15 - 10/14/15; 2015: 2673, 825, 31%, 12/1/14, 4/17/14 - 10/14/14; 2014: 1931, 844, 44%, 12/1/13, 4/17/13 - 10/14/13; 2013: 2151, 863, 40%, 12/1/12, 4/17/12 - 10/14/12; 2012: 1256, 624, 50%, 11/1/11, 4/17/11 - 10/14/11.
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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.
Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA 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 FSP, 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 FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's 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. FSP does not evaluate quality of services provided to clients. The 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 FSP 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 FSP in the future. Visit www.fivestarprofessional.com.