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Matthew Alexander Cosgriff

BERGANKDV WEALTH MANAGEMENT, LLC·BLOOMINGTON, Minnesota
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3800 AMERICAN BLVD, BLOOMINGTON, MN 55431CRD# 6290623Firm CRD# 143038
01

About

Matthew Alexander Cosgriff is a registered financial advisor based in BLOOMINGTON, Minnesota, affiliated with BERGANKDV 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
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# 6290623
Firm CRD# 143038
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Matthew Alexander Cosgriff offer?
Matthew Alexander Cosgriff specializes in Financial Planning, Investment Management. Contact their office in BLOOMINGTON, Minnesota for a consultation.
What are Matthew Alexander Cosgriff's credentials?
Matthew Alexander Cosgriff is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Alexander Cosgriff located?
Matthew Alexander Cosgriff is based in BLOOMINGTON, Minnesota, working with BERGANKDV WEALTH MANAGEMENT, LLC. Their office serves clients in the BLOOMINGTON metropolitan area and surrounding communities.
How does Matthew Alexander Cosgriff charge for services?
Matthew Alexander Cosgriff'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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