Matthew
Cosgriff

Bergankdv Wealth Management, LLC

CRD#6290623
Investment Advisor
in Minneapolis, MN

Answer a few questions and
get matched with an advisor.

Find an Advisor

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*

9 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 W Suite 1000
Minneapolis, MN 55431

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Matthew Cosgriff Work History

Matthew has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Kdv Wealth Management, LLC

2011 - Present (13 years)

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

Abigail Lubozynski
Minneapolis, MN
Angela Thomas
Minneapolis, MN
Samuel Rouman
Minneapolis, MN
Thomas Landreville
Minneapolis, MN
Theodore Nahas
Minneapolis, MN
David Peyton
Minneapolis, MN
Matthew Cosgriff
Minneapolis, MN
Adam Heathcote
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started