St. Cloud, Minn.-based BerganKDV, led by CEO Dave Hinnenkamp, has joined forces with wealth management firm Creative Planning, one of the largest registered investment advisers (RIA) in the country.
BerganKDV brings 600 new employees and totals more than $2 billion in assets under management, with about $915 million of it stemming from 885 high-net-worth and non-high-net-worth clients and more than $1 billion from corporate pensions, according to its most recent SEC Form ADV filing.
“Creative Planning is thrilled to bring on the BerganKDV team to give us an even stronger presence in the Midwest,” said Peter Mallouk, CEO of Creative Planning. “Dave and his team have always had their sights set on going beyond traditional financial, tech and business solutions to do more for their clients, communities and team members. Their client-centric approach is the perfect cultural fit for our ever-growing Creative Planning family.”
Creative Planning has more than $
