David John Peyton

Finance

Consumer Services

Profile

David John Peyton worked as a Portfolio Analyst at Heartwood Investments, Inc. and BerganKDV Wealth Management LLC from 2016 to 2023.
He obtained his undergraduate degree from the University of Northern Iowa in 2014.

Former positions of David John Peyton

Companies	Position	End
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.	Analyst-Equity	01/09/2023
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	Analyst-Equity	-

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Training of David John Peyton

University of Northern Iowa

Undergraduate Degree

Experiences
Positions held

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Private companies

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Linked companies

Private companies	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