Matthew
Cosgriff
Bergankdv Wealth Management, LLC
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About this Advisor
Matthew Cosgriff is a financial advisor working in Minneapolis, Minnesota, with a total of 9 years of industry experience. Cosgriff works at Bergankdv Wealth Management, LLC. Over the course of their career, Cosgriff has held roles at All Star Financial and Kdv Wealth Management, LLC. Cosgriff is able to advise clients in Minnesota. Bergankdv Wealth Management, LLC is a registered investment business that has its headquarters in Minneapolis, MN. It has offices in seven locations and a total of 33 financial advisors. It handles $2 billion in assets under management between its 2,977 accounts, placing it among the largest firms in the nation by assets under management. The firm provides services to one charities and foundations. Of its 2,977 accounts, 33% belong to high-net-worth investors who have at least $1 million in assets. The business has a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fee schedules largely vary depending on which services are provided. Fee types billed by Bergankdv Wealth Management, LLC can be comprised of some combination of asset-based, hourly and fixed fees.
Years Registered*
Services Offered
Fee Structure
Office Location
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Bergankdv Wealth Management, LLC Brokerage Details
$2,080,470,250
33
2,977
$698,848
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Matthew Cosgriff Work History
Matthew has been registered as a financial advisor for 9 years.*
Kdv Wealth Management, LLC
All Star Financial
*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 Matthew Cosgriff 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
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
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