Adam Ludwig
Adam Ludwig is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Freeport, IL, with 20 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
1013 W Loras Dr. Suite A, Freeport, IL, 61032
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Regulatory History (1)
Customer Dispute
August 2025Other Business ActivitiesSells Insurance
Adam is a board director at Exchange State Bank, an independent insurance agent for various companies through Anchor Wealth Management, and an advisory representative of a RIA with CIRA, taking up a full-time commitment. He is also the founder, owner, and partner of Anchor Wealth Management LLC.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Previous Registrations
Cambridge Investment Research, INC.Broker
Ipi Wealth Management, INC.
Investment Planners, INC.Broker
American General Securities IncorporatedBroker
State Registrations2 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.