Kirk Ludwig, financial advisor San Rafael CA

Kirk Ludwig

CRD Number: 1453087
Current Firm: Westhill Financial Advisors, Inc.

Kirk Ludwig (CRD# 1453087) is an Investment Advisor Representative working at Westhill Financial Advisors, Inc. in San Rafael, CA and has over 27 years of experience in the finance industry. Kirk Ludwig has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Taddei, Ludwig & Associates, Inc. San Rafael, CA Mar 2010 - Current 14
Cambridge Investment Research, Inc. Fairfield, IA Jan 2007 - Jun 2016 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1996
S65 NASAA Investment Advisors Law Examination Feb 1997
Contact Info for Kirk M. Ludwig
Phone Number: 415-456-2292
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    488
    MILLIONS
  • Total Number of Accounts
    1,089
    ACCOUNTS
  • Average Account Value
    $448,051
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, FL, HI, ID, NY, OR, TX, VA, WA

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