About BerganKDV
BerganKDV is a company based in Cedar Rapids (United States) founded in 1945 was acquired by Creative Planning in June 2023. The company has 529 employees as of December 31, 2022. BerganKDV has completed 1 acquisition, including Carlson Hartsock & Guither.
- Headquarter Cedar Rapids, United States
- Employees 529 as on 31 Dec, 2022
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Sectors
Financial Services
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Phone
Locked
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Website
Locked
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Social
Locked
- Legal Name Beltz, Kes, Darling & Associates
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Latest Funding Round
Not available
- Investors
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Employee Count
529
as on Dec 31, 2022
- Investments & Acquisitions
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Acquired by
Creative Planning
(Jun 05, 2023)
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People of BerganKDV
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Funding Insights of BerganKDV
Detailed funding history for BerganKDV
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Investors in BerganKDV
BerganKDV has secured backing from 1 investor. Prominent investors backing the company include Creative Planning.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Provider of wealth management services
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Locked | Locked | Locked |
Investor details for BerganKDV
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Investments & Acquisitions by BerganKDV
BerganKDV has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Carlson Hartsock & Guither.
Investment portfolio details for BerganKDV
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| Company Name | Description | Domain | Location | Founded Year | Amount |
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Tax, audit, accounting, and related services are provided to clients.
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Locked | Locked | 2008 | Locked |
Complete acquisition details for BerganKDV
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Financial Statements - BerganKDV
Detailed financials for BerganKDV
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Bergankdv Comparisons
Peer comparison for BerganKDV
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Competitors of BerganKDV
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Latest news on Bergankdv
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Frequently Asked Questions about BerganKDV
BerganKDV was founded in 1945.
BerganKDV is headquartered in Cedar Rapids, United States. It is registered at Cedar Rapids, Iowa, United States.
Dave Hinnenkamp is the current CEO of BerganKDV.
As of Dec 31, 2022, the latest employee count at BerganKDV is 529.
BerganKDV was established in 1945 and is headquartered in Cedar Rapids, United States. Financial services are provided, encompassing investment advisory, wealth management, and accounting solutions. Operations focus on supporting clients in these areas within the professional services sector. The company is led by CEO Dave Hinnenkamp, with activities centered in the U.S. market to address business and personal financial needs.
BerganKDV has made 1 acquisition, including Carlson Hartsock & Guither.
BerganKDV has 1 investor. Key investors include Creative Planning.