Unclaimed Profile

Gregory James Stecher

BERGANKDV WEALTH MANAGEMENT, LLC·BLOOMINGTON, Minnesota

Series 6, Series 7, Series 24, Series 53, Series 65, Series 66Clean record15 years registeredBERGANKDV WEALTH MANAGEMENT, LLC

3800 AMERICAN BLVD, BLOOMINGTON, MN 55431CRD# 1361184Firm CRD# 143038

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gregory James Stecher · BLOOMINGTON, MN

Registration

CRD #1361184 · BERGANKDV WEALTH MANAGEMENT, LLC · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BERGANKDV WEALTH MANAGEMENT, LLC

HEARTWOOD INVESTMENTS, INC.

Apr 2016 – Nov 2017

Bloomington, MN

BERGANKDV WEALTH MANAGEMENT, LLC

Dec 2013 – Sep 2023

BLOOMINGTON, MN

GRADIENT ADVISORS, LLC

Dec 2010 – Nov 2013

ARDEN HILLS, MN

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 53

Series 65

Series 66

Registration record

First registered · December 8, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BERGANKDV WEALTH MANAGEMENT, LLC

CRD 143038 · SEC 801-67536

AUM

$2.1B

Regulatory assets under management

Employees

2,977 client accounts

Services offered by BERGANKDV WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BERGANKDV WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Gregory James Stecher offer?

Gregory James Stecher specializes in Financial Planning, Investment Management.

What are Gregory James Stecher's credentials?

Gregory James Stecher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gregory James Stecher located?

Gregory James Stecher is based in BLOOMINGTON, Minnesota, last registered with BERGANKDV WEALTH MANAGEMENT, LLC.

How does Gregory James Stecher charge for services?

Gregory James Stecher's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BERGANKDV WEALTH MANAGEMENT, LLC?

BERGANKDV WEALTH MANAGEMENT, LLC has approximately 33 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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