Michael von Berg
Lakeland Financial Advisor | Retirement Planning & Wealth Management | Helping Families Achieve Financial Security
- Role
- Financial Advisor at LPL Financial
- Location
- Lakeland, FL, US
- LinkedIn followers
- 500 followers
About Michael von Berg
As a Lakeland financial advisor with over 20 years of service in the U.S. Air Force, I bring discipline, integrity, and a client-first approach to financial planning. At ISE Wealth Strategies, my mission is to help families and small business owners in Lakeland achieve financial security through personalized retirement and investment plans.After retiring as a Master Sergeant, I earned my MBA and CPFA designation, combining technical expertise with a passion for education. Whether you’re planning for retirement, managing wealth, or navigating market volatility, I’m here to take the guesswork out of investing with conservative, tailored strategies.What sets me apart? A commitment to listening and building plans that reflect your unique goals, whether it’s enjoying Lakeland’s vibrant community in retirement or growing your business. As a Florida Certified Veteran Owned Business, I’m proud to serve our local community.Let’s connect to discuss your financial goals! Message me or visit to schedule a free consultation.Securities and Investment Advisory Services offered through LPL FInancial, a Broker/Dealer, Member FINRA and SIPC and a Federally Registered Investment Advisor. For hyperlinks to FINRA and SIPC, please refer to \"See Contact Info\" section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professional associated with this page may discuss ad/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Experience
Financial Advisor
Jul 2021 — Present · Lakeland, FL, US
Education
National American University
Bachelor of Science (BS), IT/MIS
1999 — 2003
National American University
Master of Business Administration (MBA)
2003 — 2005
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