Bergan Paulsen, Networking Solutions and KDV merge to become BerganKDV
Bergan Paulsen, Networking Solutions and KDV announced today they have merged as of July 1, 2015 to become BerganKDV. The new firm offers business planning and consulting, tax, audit and accounting,...
View ArticleBergan Paulsen & Networking Solutions (now BerganKDV) Rank no. 4991 and 4972,...
Cedar Rapids, IA August 12, 2015 — Inc. magazine today ranked Bergan Paulsen and Networking Solutions (now BerganKDV) numbers 4991 and 4972, respectively, on its 34th annual Inc. 5000, an exclusive...
View ArticleNew Financial Planning Solution, Lifewise, Meets Busy Young Professionals...
Bloomington, MN – A new financial planning solution, Lifewise, is aimed at keeping the process of financial planning simple, easy to use and focused on the consumer. Lifewise meets young...
View ArticleBerganKDV Wealth Management, LLC Named Top 150 RIA Firm for 2016
Financial Planning, a leading publication for independent financial advisors, named BerganKDV Wealth Management, LLC a Top 150 RIA firm in its January 2016 publication. With 1,446 accounts and over $1...
View ArticleBerganKDV Wealth Management Named Top Firm by Business Journal
The Minneapolis/St. Paul Business Journal named BerganKDV Wealth Management, LLC as one of the Top Wealth Management Firms in the Twin Cities metro area. The wealth management division employs 23 staff...
View ArticleBerganKDV Named 2016 Top Growth Firm by Accounting Today
Accounting Today ranked BerganKDV as the firm with the most growth in the Top 100 firms thanks to the merger of Bergan Paulsen, Networking Solutions and KDV. This growth allowed BerganKDV to make the...
View ArticleBerganKDV Wealth Management Named 2016 Top 150 Firm by AUM
Accounting Today recently named BerganKDV Wealth Management as the 24th largest wealth management firm ranked by assets under management (AUM) for 2016 with $1,250,158,326 in assets. The BerganKDV...
View ArticleBerganKDV Acquires Carlson Hartsock & Guither PLC
BerganKDV is excited to announce they have acquired Iowa City, Iowa based Carlson Hartsock & Guither PLC as of December 5, 2016. This partnership brings together two firms with a strong synergy for...
View ArticleBerganKDV Wealth Management, LLC Ranked as a Top 150 RIA Firm for 2017
Financial Planning, a leading publication for independent financial advisers, recently released its list of the Top 150 Registered Investment Advisor firms in the January 2017 issue. BerganKDV Wealth...
View ArticleBerganKDV Named Top Accounting Firm by Business Journal
The Minneapolis/St. Paul Business Journal named BerganKDV as one of the Top Accounting Firms in the Twin Cities metro area. The firm employs 153 CPAs and professionals and has a total staff of 162 in...
View ArticleBerganKDV Listed in Top 100 Accounting Firms by Accounting Today
BerganKDV was recently ranked in the top 100 accounting firms, based on revenue, by Accounting Today. The firm was listed at #81 with $48.13 million in revenues and is also listed as a regional leader,...
View ArticleBerganKDV Recruitment Campaign Earns National Marketing Award
The 2016 BerganKDV recruitment campaign received the Association for Accounting Marketing’s Marketing Achievement Award in the Marketing and PR Campaigns category. Recipients of the AAM-MAAs were...
View ArticleBerganKDV Acquires Beltz, Kes, Darling & Associates
BerganKDV is excited to announce they have acquired Farmington, Minnesota based Beltz, Kes, Darling & Associates (BKDA) as of July 1, 2017. This partnership brings together two firms with a strong...
View ArticleBerganKDV Wealth Management, LLC Ranked #179 in Financial Advisor 2017 List
Financial Advisor magazine, a leading publication for financial advisors, recently released its national ranking of firms that are registered investment advisors (RIA) and provide financial planning...
View ArticleBerganKDV Ranked as an INSIDE Public Accounting 100 Firm for 2017
INSIDE Public Accounting (IPA), the publishers of an award-winning newsletter for the public accounting profession, recently announced its annual financial performance analysis and ranking of the...
View ArticleBerganKDV Moves to New Office in Coralville
BerganKDV staff from the Iowa City and Coralville locations are moving today to a new office located at 2451 Oakdale Boulevard, Suite 204, Coralville, 52241. The new office has 5,449 square feet with...
View ArticleBerganKDV Wealth Management, LLC Ranked a 2017 Top DC Advisor Firm
The National Association of Plan Advisors recently released its inaugural list of the Top Defined Contribution (DC) Advisor Firms, ranked by DC assets under advisement. BerganKDV Wealth Management,...
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BerganKDV Named CMMA Collaborator of the Year
The Central Minnesota Manufacturing Association (CMMA) recently named BerganKDV as a Collaborator of the Year, a new award category created to recognize the significant contributions that a...
View ArticleBerganKDV Announces New CEO
MINNEAPOLIS, Minn. – The BerganKDV, Ltd. board of directors is pleased to announce that Dave Hinnenkamp, CPA, has been selected to serve as the firm’s chief executive officer, effective July 1, 2018....
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BerganKDV Takes Home Top Sales Award at IPPA Conference
NEWS RELEASE BerganKDV Takes Home Top Sales Award at IPPA Conference BerganKDV recently was recognized by Kronos with a top sales award at the 2018 Independent Payroll Providers Association (IPPA)...
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