Adam Ludwig
Adam Ludwig is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Rockford, IL, with 20 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.
Fee Estimator
Location
4949 Harrison Avenue, Suite 110, Rockford, IL, 61108
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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.
Exams
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