Profiel
Mr. Roberts is a Principal at KDV Wealth Management LLC.
He joined the firm in June 2006.
He graduated from University of Minnesota-Twin Cities in 2006.
Eerdere bekende functies van Lee Roberts
Bedrijven | Functie | Einde |
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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. | Human Resources Officer | 31-12-2011 |
Opleiding van Lee Roberts
University of Minnesota | Undergraduate Degree |
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Bedrijven in privébezit | 1 |
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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 |