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Michael D. Von Berg, Financial Advisor

5304 South Florida Avenue Suite 400-B
Lakeland, FL 33813

(321) 203-7363

Client Login

Wealth Management Site 

Organize your financial life with a consolidated view of your accounts, transaction and investments. Work directly with your advisor to set budgets and create a plan to pursue your financial goals.

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Mutual Fund Account Access

Access your Ivy Funds account(s). If your account number starts with a number click here.

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Brokerage Account Access

Access your Waddell & Reed Brokerage Account. If your account number starts with an alpha character click here.

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Questions about your account? Please contact me.

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