Paul Ludacka
Paul Ludacka is a CFP, ChFC-designated registered investment advisor at Northwestern Mutual Investment Services,llc, based in Omaha, NE, with 28 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.
Location
13609 California St, Ste 413, Omaha, NE, 68114
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Regulatory History (1)
Customer Dispute
October 2003Other Business ActivitiesSells Insurance
Paul may earn commissions from selling non-variable life, health, annuity, and/or disability income insurance products from companies not affiliated with Northwestern Mutual. He also has ownership stakes in several LLCs and is a member of the Entrepreneur's Organization, spending minimal time on these activities.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Previous Registrations
Northwestern Mutual Wealth Management Company
Robert W. Baird & CO. IncorporatedBroker
State Registrations41 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.