Timothy
Ronning
Bergankdv Wealth Management, LLC
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About this Advisor
Timothy Ronning is a certified financial planner who works in Minneapolis, Minnesota with a total of 10 years of relevant experience. Ronning is currently employed by Bergankdv Wealth Management, LLC. Throughout their career, they have worked at Cambridge Investment Research Inc, Larway Financial/ Jackson Hewitt, Bergankdv Wealth Management LLC and St Cloud School District 742. Ronning has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Minnesota. Bergankdv Wealth Management, LLC is a firm that has its headquarters in Minneapolis, MN. The investment advisory business has offices in seven locations and a total of 33 financial advisors. It has $2 billion in total assets across its 2,977 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises one charities and foundations. Of its 2,977 customer accounts, 33% are held by high-net-worth investors who have at least $1 million in assets. The advisory firm has 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 for financial advisory services usually are based on which services the firm provides the client. Fees charged by Bergankdv Wealth Management, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
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
Timothy Ronning Work History
Timothy has been registered as a financial advisor for 10 years.*
Bergankdv Wealth Management LLC
St Cloud School District 742
Cambridge Investment Research Inc
Larway Financial/ Jackson Hewitt
*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 Timothy Ronning 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
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.
