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Advisor at CREATIVE PLANNING
OVERLAND PARK, KS | St. Louis Park, MN | Bloomington, MN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CREATIVE PLANNING | Independent wealth | Jul 3, 2023 | n/a | yes | St. Louis Park, MN|OVERLAND PARK, KS|Bloomington, MN | Current employment |
| BERGANKDV WEALTH MANAGEMENT, LLC | Former SEC adviser | Jun 15, 2021 | Jul 17, 2023 | no | BLOOMINGTON, MN | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Dec 1, 2020 | Jun 3, 2021 | no | MINNEAPOLIS, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BERGANKDV WEALTH MANAGEMENT, LLC | CREATIVE PLANNING | Jul 17, 2023 | Jul 3, 2023 | -14 | Firm change | RIA to RIA |
| AMERIPRISE FINANCIAL SERVICES, LLC | BERGANKDV WEALTH MANAGEMENT, LLC | Jun 3, 2021 | Jun 15, 2021 | 12 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 143038:105348:MN:2023-07-17 | Jul 17, 2023 | Jul 3, 2023 | BLOOMINGTON, MN | Firm change |