Ted Lodden, MBA, CPA, CFP®, CVA, ABV, CGMA, CFF

In his daily work as a shareholder, Ted handles tax, financial, estate planning and wealth management with high-net-worth clients. He also conducts business valuations, litigation support and forensic reviews and consults with clients to help them grow their business. Ted brings various experience to BerganKDV, specializing in continuing care communities, manufacturing, construction, professional services, agriculture, and real estate. His loves partnering with clients to help their businesses grow so that they can monetize and maximize their value at some point and then invest for future income.

Ted earned his Associate of Arts from Grandview University, his Bachelor of Science from Iowa State University, and his MBA from Drake University. When he’s not in the office, Ted enjoys fishing, hiking, traveling, golfing, and spending time with his family.