Todd
Henningsen

Bergankdv Wealth Management, LLC

CRD#5687068
Investment Advisor
in Minneapolis, MN

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About this Advisor

Todd Henningsen is a chartered financial analyst operating out of Minneapolis, Minnesota who has 7 years of relevant experience. Henningsen is an advisor for Bergankdv Wealth Management, LLC. Throughout their career, Henningsen has worked at Heartwood Investments, Inc and Bergankdv Wealth Management, LLC. Henningsen has a Series 65 license, which qualifies them as an investment advisor representative, and is able to work in Iowa. Bergankdv Wealth Management, LLC is an advisory firm that has its headquarters in Minneapolis, MN. The investment advisory business has offices in seven locations and a total of 33 employees. It controls $2 billion in assets across its 2,977 customer accounts, placing it among the largest firms in the country by assets under management. The firm serves one charitable organizations. Of its 2,977 accounts, 33% belong to high-net-worth individuals who have greater than $1 million in investable assets. The company provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advisory services largely vary depending on the services offered. Fees billed by Bergankdv Wealth Management, LLC can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Chartered Financial Analyst

Years Registered*

7 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

Todd Henningsen Work History

Todd has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Bergankdv Wealth Management, LLC

2009 - 2016 (7 years)

Heartwood Investments, Inc

*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 Todd Henningsen 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
Thomas Landreville
Minneapolis, MN
Samuel Rouman
Minneapolis, MN
Angela Thomas
Minneapolis, MN
Matthew Cosgriff
Minneapolis, MN
Theodore Nahas
Minneapolis, MN
Timothy Ronning
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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