Catalyst Tier
Creative Planning
BerganKDV was formed when three successful firms merged – Bergan Paulsen, Networking Solutions and KDV. Combined, our roots trace all the way back to the 1940s. From our humble beginnings as trusted business advisory firms, we have expanded and adapted to now offer business planning and consulting, tax, audit and accounting, technology and wealth management services throughout the Midwest.BerganKDV was formed when three successful firms merged – Bergan Paulsen, Networking Solutions and KDV. Combined, our roots trace all the way back to the 1940s. From our humble beginnings as trusted business advisory firms, we have expanded and adapted to now offer business planning and consulting, tax, audit and accounting, technology and wealth management services throughout the Midwest.
Catalyst Tier
Financial Decisions Group
FDG has been locally owned since 1960 and still maintains the core values and commitment to personalized service that has earned us trust from each of our clients. We enjoy offering you the benefits of comprehensive financial information and resources in an environment of hometown service.FDG has been locally owned since 1960 and still maintains the core values and commitment to personalized service that has earned us trust from each of our clients. We enjoy offering you the benefits of comprehensive financial information and resources in an environment of hometown service.
Partner Tier
Discerning Wealth
At Discerning Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC; we take the time to get to know you and your goals for the future. Then, using our integrated team approach, we work closely with you to create a personalized plan that helps you set and reach your goals while giving you the confidence to live life brilliantly.Our mission is to help simplify the financial lives of our clients to assist them in achieving peace of mind so they have more time to pursue the more meaningful things in life.
At Discerning Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC; we take the time to get to know you and your goals for the future. Then, using our integrated team approach, we work closely with you to create a personalized plan that helps you set and reach your goals while giving you the confidence to live life brilliantly.
Our mission is to help simplify the financial lives of our clients to assist them in achieving peace of mind so they have more time to pursue the more meaningful things in life.
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Partner Tier
Financial Resource Advisors
FRA has provided financial services since 1978 and is focused on providing the best independent, professional asset management and financial advice to individuals and businesses. Our services navigate the development, implementation, and monitoring of strategies designed to address your individual situation. Our Retirement Plan Services Team specializes in services to employer sponsored retirement plans, such as 401(k) and Cash Balance Pension Plans. We provide top-level guidance to management on investments, risk and fiduciary duties, and employee education.FRA has provided financial services since 1978 and is focused on providing the best independent, professional asset management and financial advice to individuals and businesses. Our services navigate the development, implementation, and monitoring of strategies designed to address your individual situation. Our Retirement Plan Services Team specializes in services to employer sponsored retirement plans, such as 401(k) and Cash Balance Pension Plans. We provide top-level guidance to management on investments, risk and fiduciary duties, and employee education.
Partner Tier
Northwestern Mutual
PLANNING WITH NORTHWESTERN MUTUALOur financial planning process is designed to help you make the most of your money,
no matter how much you have, so you can balance the life you want now and later.
PLANNING WITH NORTHWESTERN MUTUAL
Our financial planning process is designed to help you make the most of your money,
no matter how much you have, so you can balance the life you want now and later.
Partner Tier
Thrivent Financial Midwest Group
We're Thrivent Financial for Lutherans, a faith-based, not-for-profit membership organization nearly 2.5 million members strong. We're a Fortune 500 financial services organization with the strength of more than $75 billion in assets under management. Being membership-owned, we do what's best for our members, supporting the values of faith, family, stewardship and service.We're Thrivent Financial for Lutherans, a faith-based, not-for-profit membership organization nearly 2.5 million members strong. We're a Fortune 500 financial services organization with the strength of more than $75 billion in assets under management. Being membership-owned, we do what's best for our members, supporting the values of faith, family, stewardship and service.
Artrium Fine Art & Estate Appraisal
Artrium is a professional personal property appraisal and advisory firm specializing in IRS- and USPAP-compliant appraisals for situations of high consequence including IRS and litigative functions, as well as insurance, acquisition, and other uses. We work with attorneys, corporations, institutions, wealth managers, and private collectors to provide defensible, independent, and objective appraisals across fine art, high end antiques, artifacts, collectibles, and other passion assets.In addition to formal appraisal reports, Artrium provides strategic guidance for clients navigating the high-value art market, managing collections, and evaluating the best outlets for sale or donation. We also deliver expert presentations on topics such as IRS appraisal standards, passion asset management, investment-level art market insights, and in-depth explorations of various categories of appreciable property.
Artrium is a professional personal property appraisal and advisory firm specializing in IRS- and USPAP-compliant appraisals for situations of high consequence including IRS and litigative functions, as well as insurance, acquisition, and other uses. We work with attorneys, corporations, institutions, wealth managers, and private collectors to provide defensible, independent, and objective appraisals across fine art, high end antiques, artifacts, collectibles, and other passion assets.
In addition to formal appraisal reports, Artrium provides strategic guidance for clients navigating the high-value art market, managing collections, and evaluating the best outlets for sale or donation. We also deliver expert presentations on topics such as IRS appraisal standards, passion asset management, investment-level art market insights, and in-depth explorations of various categories of appreciable property.
Tuve Investments, Inc.
Started in 1953 by Stanley A. Tuve, Tuve Investments, Inc. has been helping clients achieve financial security through our cutting edge, individualized financial strategies specifically designed to meet our client’s goals. From complex wealth management to your retirement needs, we can help you with your financial planning.Started in 1953 by Stanley A. Tuve, Tuve Investments, Inc. has been helping clients achieve financial security through our cutting edge, individualized financial strategies specifically designed to meet our client’s goals. From complex wealth management to your retirement needs, we can help you with your financial planning.
