Samuel
Rouman

Bergankdv Wealth Management, LLC

CRD#1408383
Investment Advisor
in Minneapolis, MN

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About this Advisor

Samuel Rouman is a certified financial planner and chartered financial consultant who works in Minneapolis, Minnesota with a total of 9 years of relevant experience. Rouman is an employee of Bergankdv Wealth Management, LLC. Their career trajectory has included roles at Accredited Investors and Kdv Wealth Management. Rouman has a Series 63 license, certifying them as a securities broker, and can operate in Minnesota. Bergankdv Wealth Management, LLC is an advisory business headquartered in Minneapolis, MN. It has offices in seven locations and a total of 33 people on staff. It handles $2 billion in assets under management across its 2,977 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises one charities and foundations. Of its 2,977 client accounts, 33% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors largely depend on which services the firm provides the client. Fees charged by Bergankdv Wealth Management, LLC may include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

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

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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

Samuel Rouman Work History

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

2014 - Present (10 years)

Kdv Wealth Management

2012 - 2014 (2 years)

Accredited Investors

*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 Samuel Rouman 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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