Adam Heathcote

Adam Heathcote, CFP®, currently serves as a Partner and Managing Director at Creative Planning since July 2023. Prior to this role, Adam held multiple positions at BerganKDV from March 2011 to January 2024, including Managing Director for the North Region of Wealth Management, Senior Wealth Advisor, and Shareholder. Adam began the career at Nies Financial Group, Inc. as a Financial Advisor from June 2004 to March 2011. Adam graduated from Macalester College in 2004 with a Bachelor of Arts degree in Economics.