Unclaimed Profile

Matthew Alexander Cosgriff

BERGANKDV WEALTH MANAGEMENT, LLC·BLOOMINGTON, Minnesota

Clean record12 years registeredBERGANKDV WEALTH MANAGEMENT, LLC

3800 AMERICAN BLVD, BLOOMINGTON, MN 55431CRD# 6290623Firm CRD# 143038

Profile Verification

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

Identity

Matthew Alexander Cosgriff · BLOOMINGTON, MN

Registration

CRD #6290623 · BERGANKDV WEALTH MANAGEMENT, LLC · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BERGANKDV WEALTH MANAGEMENT, LLC

CREATIVE PLANNING

Dec 2025 – Mar 2026

Eden Prairie, MN

SAGEVIEW ADVISORY GROUP, LLC

Aug 2023 – Jan 2026

Eden Prairie, MN

BERGANKDV WEALTH MANAGEMENT, LLC

Oct 2014 – Jul 2023

BLOOMINGTON, MN

ALL STAR FINANCIAL INC

Jan 2014 – Sep 2014

MINNEAPOLIS, MN

Registrations & Exams

Registration record

First registered · January 27, 2014

Years registered · 12

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 Matthew Alexander Cosgriff offer?

Matthew Alexander Cosgriff specializes in Financial Planning, Investment Management.

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, last registered with BERGANKDV WEALTH MANAGEMENT, LLC.

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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