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Keith Wayne Julson

KDV WEALTH MANAGEMENT LLC·BLOOMINGTON, Minnesota
Unclaimed Profile
3800 AMERICAN BLVD W, BLOOMINGTON, MN 55431CRD# 4460854Firm CRD# 143038
01

About

Keith Wayne Julson is a registered financial advisor based in BLOOMINGTON, Minnesota, affiliated with KDV WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BERGANKDV WEALTH MANAGEMENT, LLC
BERGANKDV WEALTH MANAGEMENT, LLC
AUM
$2.1B
Regulatory assets under management
Employees
33
Total firm employees
View all advisors at BERGANKDV WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4460854
Firm CRD# 143038
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Keith Wayne Julson offer?
Keith Wayne Julson specializes in Financial Planning, Investment Management. Contact their office in BLOOMINGTON, Minnesota for a consultation.
What are Keith Wayne Julson's credentials?
Keith Wayne Julson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Keith Wayne Julson located?
Keith Wayne Julson is based in BLOOMINGTON, Minnesota, working with KDV WEALTH MANAGEMENT LLC. Their office serves clients in the BLOOMINGTON metropolitan area and surrounding communities.
How does Keith Wayne Julson charge for services?
Keith Wayne Julson'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 KDV WEALTH MANAGEMENT LLC?
KDV 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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Other advisors in BLOOMINGTON
Boniface Desmond Coelho — REDHAWK WEALTH ADVISORS, INC.Navi James Dowty — REDHAWK WEALTH ADVISORS, INC.Gregory James Stecher — BERGANKDV WEALTH MANAGEMENT, LLCDavid H Hinnenkamp — BERGANKDV WEALTH MANAGEMENT, LLCDaniel Edward Hunt — REDHAWK WEALTH ADVISORS, INC.
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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