Profil
Todd Charles Henningsen worked as a Portfolio Manager at Heartwood Investments, Inc. He then served as a Wealth Advisor at BerganKDV Wealth Management LLC from 2016 to 2023.
Mr. Henningsen completed his undergraduate degree at the University of Northern Iowa in 2009.
Anciens postes connus de Todd Charles Henningsen
| Sociétés | Poste | Fin |
|---|---|---|
BerganKDV Wealth Management LLC
 BerganKDV Wealth Management LLC Investment ManagersFinance BerganKDV Wealth Management LLC is a SEC-registered investment advisor headquartered in Bloomington, Minnesota. The firm was founded in 2007 as KDV Wealth Management LLC. They are a subsidiary of BerganKDV Ltd. BerganKDV Wealth Management provides personalized financial planning services, manages investment advisory accounts and offers third-party asset management to individuals, pension and profit-sharing plans, trusts, estates and small businesses. | Gestionnaire de Portefeuille-Actions | 01/06/2023 |
Heartwood Investments, Inc.
 Heartwood Investments, Inc. Investment ManagersFinance Founded in 2007 by David G. Sparks, Heartwood Investments, Inc. is a private banking portfolio located in Waterloo, Iowa. The firm is registered with the SEC as an investment advisor. They offer personalized investment account management services to individuals, trusts, estates, charitable organizations, corporations and other business entities | Gestionnaire de Portefeuille-Actions | - |
Formation de Todd Charles Henningsen
| University of Northern Iowa | Undergraduate Degree |
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| Entreprise privées | 2 |
|---|---|
Heartwood Investments, Inc.
Heartwood Investments, Inc. Investment ManagersFinance Founded in 2007 by David G. Sparks, Heartwood Investments, Inc. is a private banking portfolio located in Waterloo, Iowa. The firm is registered with the SEC as an investment advisor. They offer personalized investment account management services to individuals, trusts, estates, charitable organizations, corporations and other business entities | Finance |
BerganKDV Wealth Management LLC
BerganKDV Wealth Management LLC Investment ManagersFinance BerganKDV Wealth Management LLC is a SEC-registered investment advisor headquartered in Bloomington, Minnesota. The firm was founded in 2007 as KDV Wealth Management LLC. They are a subsidiary of BerganKDV Ltd. BerganKDV Wealth Management provides personalized financial planning services, manages investment advisory accounts and offers third-party asset management to individuals, pension and profit-sharing plans, trusts, estates and small businesses. | Finance |
