About BerganKDV
BerganKDV is a Financial Services company based in Cedar Rapids (United States) founded in 1945, and was acquired by Creative Planning in June 2023. Investment, wealth management, and accounting services are offered. The company has 529 employees. BerganKDV has completed 1 acquisition, including Carlson Hartsock & Guither. Its chief executive, as recorded, is Dave Hinnenkamp. Its focus areas include Services for Investment Industry, Consultancy Services and Investor Relation Management. Its legal entity is BELTZ, KES, DARLING & ASSOCIATES.
Company details
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.
- Headquarters Cedar Rapids, United States
- Employees 529
- Stage Acquired
- SectorsFinancial Services
- Phone•••• ••••
- Website bergankdv.com
- Social LinkedIn X Facebook
- Acquired by Creative Planning (Jun 2023)
- Legal Name Beltz, Kes, Darling & Associates
- Investors
- Employee Count529
- Investments & Acquisitions
- Acquired byCreative Planning
(Jun 2023)
Investors in BerganKDV
BerganKDV has secured backing from 1 investor. Prominent investors backing the company include Creative Planning.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Provider of wealth management services | 1983 | creativeplanning.com | Overland Park, United States |
Investor details for BerganKDV
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People of BerganKDV
10 people are tracked at BerganKDV (6 in leadership, 4 in team); the tracked headcount is 529.
| Name | Role | Group |
|---|---|---|
Dave Hinnenkamp | CEO | Leadership |
Reece MacDonald | Director - Practice Leader, Credits And Incentives | Leadership |
Aaron Mahan | Virtual CFO | Leadership |
Abel J. | Solution Sales Leader - Outsourced Accounting | ERP | SALT | Fractional CFO Services | Leadership |
Eric Hildrum | Director Of Information Technology | Leadership |
Robert M. | Director Of Vcfo Services | Leadership |
Joe Dejong | Business Advisor - ESOP | Team |
Jessica Lindblom | Accounting Supervisor | Team |
Kelsey Matthews | Senior Tax Manager | Team |
Nicholas Bonebright | Senior System Analyst | Team |
Complete people profiles 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.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Tax, audit, accounting, and related services are provided to clients. | chgcpa.com | Iowa, United States | 2008 | Dec 2016 | •••• |
Complete acquisition details for BerganKDV
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Timeline of BerganKDV
3 dated milestones of BerganKDV across 78 years, from founding to its latest funding, stage changes and deals.
- Founded BerganKDV is founded.
- Acquisition Acquires Carlson Hartsock & Guither.
- Exit Acquired by Creative Planning.
Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as BerganKDV (Investment & Wealth Tech) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 2,161 | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | 523 | ||
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | 186 |
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Related news about 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 CEO of BerganKDV, as recorded in our data.
BerganKDV has 529 employees.
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.
BerganKDV operates through Beltz, Kes, Darling & Associates.
Yes. BerganKDV was acquired by Creative Planning in June 2023.