Thomas
Landreville

Bergankdv Wealth Management, LLC

CRD#6945136
Investment Advisor
in Minneapolis, MN

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About this Advisor

Thomas Landreville is a financial advisor operating in Minneapolis, Minnesota who has 2 years of relevant experience. Landreville is currently employed by Bergankdv Wealth Management, LLC. During their career, Landreville has held roles at Ameriprise Financial Services LLC, Walmart Distribution Center, Minnesota State University, Mankato, Landy Lodge Bar And Grill, Hutchinson High School, Number 4 American Bar And Grill, Northwestern Mutual and Bergankdv Wealth Management, LLC. Landreville maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Minnesota. Bergankdv Wealth Management, LLC is a financial advisory business based out of Minneapolis, MN. The investment advisory business has offices in seven locations and a total of 33 employees. It manages $2 billion in total assets between its 2,977 customer accounts, placing it among the largest firms in the nation by assets under management. The firm advises one charities and foundations. Of its 2,977 accounts, 33% belong to high-net-worth individuals who have at least $1 million in investable assets. The business 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. Financial advisory fees typically depend on which service is offered. However, fee types billed by Bergankdv Wealth Management, LLC most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 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

Thomas Landreville Work History

Thomas has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Bergankdv Wealth Management, LLC

2020 - 2021 (1 year)

Ameriprise Financial Services LLC

2020 - 2020 (< 1 year)

Walmart Distribution Center

2018 - 2018 (< 1 year)

Northwestern Mutual

2016 - 2020 (4 years)

Minnesota State University, Mankato

2016 - 2020 (4 years)

Number 4 American Bar And Grill

2015 - 2016 (1 year)

Landy Lodge Bar And Grill

2012 - 2016 (4 years)

Hutchinson High School

*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 Thomas Landreville 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.

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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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