Michelle Ludwig, financial advisor Lexington VA

Michelle Ludwig

CRD Number: 1189923
Current Firm: Treger & Associates

Michelle Ludwig (CRD# 1189923) is an Investment Advisor Representative working at Treger & Associates in Lexington, VA and has over 40 years of experience in the finance industry.

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Company Name Location Dates Years
Treger & Associates LLC Lexington, VA Feb 2002 - Current 22
Ludwig Investments Inc. Lexington, VA Oct 1996 - Current 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1983
S66 NASAA Uniform Combined State Law Examination May 2001
Contact Info for Michelle M. Ludwig
Phone Number: 540-464-1418
Registered State(s):
  • MD
  • VA
Current Firm Details
By the Numbers
  • Total Assets Under Management
    130
    MILLIONS
  • Total Number of Accounts
    288
    ACCOUNTS
  • Average Account Value
    $451,445
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

MD, VA

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