Michael David Vonberg

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2005 → 07/2021
  Waddell & Reed, Inc.
  Lakeland, FL
• 06/2005 → 07/2021
  Various Insurance Carriers For W & R Insurance Agencies
  Lakeland, FL
• 01/2013 → 07/2021
  Maitland Chamber Of Commerce
  Maitland, FL
• 03/2017 → 07/2021
  Michael D Von Berg
  Lakeland, FL
• 03/2019 → 07/2021
  Ise Wealth Stratagies, Llc
  Lakeland, FL
• 07/2021 → Present
  Lpl Financial Llc
  Lakeland, FL

Previous Registrations

• 2005-06-02 → 2021-07-21
  Waddell & Reed
  Rapid City, SD
  Maitland, FL
  Rapid City, SD
  Charleroi, PA
  Lakeland, FL

Other Businesses

1. 3/2019/Michael Vonberg/ISE Wealth Strategies/DBA for LPL Business (entity for LPL business)/Investment Related/40 HRS/MO/Lakeland, FL 2) 04/11/2025 - Pragmatic Press - Not Investment Relate - Other - Book publisher - At Reported Business Location(s) - Start Date: 04/10/2025 - 10 Hrs/Mth - 0 Hrs During Trading. 3 ) 04/11/2025 - Puckett Professional Services - Not Investment Relate - Business Entity For Tax/Investment Purposes Only - Leander, TX - Start Date: 03/28/2025 - 5 Hrs/Mth - 5 Hrs During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-06-01
• S63 Uniform Securities Agent State Law Examination
  2005-05-14

Other Names

• Mike Von Berg