Welcome to Lifewise for BerganKDV.
BerganKDV is excited to announce that all employees now have access to an exciting new financial wellness solution powered by Lifewise and BerganKDV Wealth Management.
With Lifewise for the Workplace, you can:
- Monitor your financial accounts in one place with free access to the Lifewise eMoney dashboard
- Manage your non-401(k) investments with ease from your phone, tablet, or computer ($4/month per $10k invested)
- Learn how to create your best financial future using free online resources and quarterly education
- Get personal finance questions answered free via email and phone (online chat coming soon!)
Questions? Contact us. We’re here to help.
Lifewise
3800 American Blvd. W.Suite 1000
Minneapolis, MN 55431
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Investment Advisory and Fee-Based Planning offered through BerganKDV Wealth Management, LLC, doing business as Lifewise, an SEC Registered Investment Advisor.
3800 American Blvd. W., Suite 1000, Minneapolis, MN 55431