Bergankdv Wealth Management, LLC

Investment Advisor
in Minneapolis, MN

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About this Advisor

David Peyton is a financial advisor operating out of Minneapolis, Minnesota with 7 years of industry experience. Peyton is an employee of Bergankdv Wealth Management, LLC. Throughout their career, Peyton has worked at Heartwood Investments, Inc, Principal Financial Group, University Of Northern Iowa and Bergankdv Wealth Management, LLC. Peyton holds a Series 65 license, certifying them as an investment advisor representative, and is registered to advise clients in Iowa. Bergankdv Wealth Management, LLC is a financial advisory business that has its headquarters in Minneapolis, MN. The investment advisory business has offices in seven locations and a total of 33 employees. It manages $2 billion in assets under management between its 2,977 client accounts, making it one of the largest firms in the country by assets under management. The firm serves one charitable organizations. Of its 2,977 client accounts, 33% are associated with high-net-worth investors who have more than $1 million in investable assets. The business has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fees are based on which services the firm provides the client. Fees charged by Bergankdv Wealth Management, LLC may include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

7 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


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


MN Average: 157
Total Number of Accounts


MN Average: 8,262
Average Account Size


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

David Peyton Work History

David has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Bergankdv Wealth Management, LLC

2015 - 2016 (1 year)

Heartwood Investments, Inc

2014 - 2016 (2 years)

Heartwood Investments, Inc

2014 - 2014 (< 1 year)

Heartwood Investments, Inc

2013 - 2014 (1 year)

Principal Financial Group

2011 - 2014 (3 years)

University Of Northern Iowa

*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.


Please visit the SEC profile of David Peyton 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

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