Michael Ludwig is a CFP, PFS-designated registered investment advisor, based in Lombard, IL, with 13 years of industry experience.
Location
629 S Main St, Lombard, IL, 60148
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is involved in several business activities, including accounting and tax preparation with Ludwig & Associates, financial services with Ludwig Wealth Management, and serving as a successor trustee for his parents' trust. He also sells health insurance through various companies, dedicating minimal time, and owns MML Real Estate Holdings LLC for a rental building, also dedicating minimal time.
Employment History
Current Registrations
Cetera Financial Specialists LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Frank Advisory Services, INC.
LPL Financial LLC
LPL Financial LLCBroker
State Registrations4 states
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