Adam
Heathcote

Bergankdv Wealth Management, LLC

CRD#4811685
Investment Advisor
in Minneapolis, MN

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About this Advisor

Adam Heathcote is a certified financial planner based in Minneapolis, Minnesota who has 10 years of industry experience. Heathcote is an advisor for Bergankdv Wealth Management, LLC. Throughout their career, they have worked at Bergankdv Wealth Management and Valmark Securities, Inc. Heathcote maintains a Series 63 license, designating them as a securities agent, and is able to operate in Minnesota. Bergankdv Wealth Management, LLC is a company based out of Minneapolis, MN. It has offices in seven locations and a total of 33 employees. It oversees $2 billion in assets among its 2,977 client accounts, making it one of the largest firms in the United States by assets under management. The firm serves one charities and foundations. Of its 2,977 customer accounts, 33% are held by high-net-worth individuals who have at least $1 million in assets. The firm has a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees vary depending on which service is offered. However, fees billed by Bergankdv Wealth Management, LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3800 American Blvd Suite 1000
Minneapolis, MN 55431

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Bergankdv Wealth Management, LLC Brokerage Details

Total Assets Under Management

$2,080,470,250

MN Average: $5,289,111,388
Total Number of Employees

33

MN Average: 157
Total Number of Accounts

2,977

MN Average: 8,262
Average Account Size

$698,848

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Adam Heathcote Work History

Adam has been registered as a financial advisor for 10 years.*

2011 - Present (13 years)

Bergankdv Wealth Management

2011 - 2018 (7 years)

Valmark Securities, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Adam Heathcote to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bergankdv Wealth Management, LLC

Samuel Rouman
Minneapolis, MN
Abigail Lubozynski
Minneapolis, MN
Thomas Landreville
Minneapolis, MN
Angela Thomas
Minneapolis, MN
Timothy Ronning
Minneapolis, MN
Adam Heathcote
Minneapolis, MN
Theodore Nahas
Minneapolis, MN
David Peyton
Minneapolis, MN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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