Kirk LudwigCRD Number: 1453087
Current Firm: Taddei, Ludwig & Associates, Inc.
Kirk Ludwig (CRD# 1453087) is an Investment Advisor Representative working at Taddei, Ludwig & Associates, Inc. in San Rafael, CA and has over 21 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.
Polaris Greystone Financial Group, LLC
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
|Taddei, Ludwig & Associates, Inc.||San Rafael, CA||Mar 2010 - Current||8|
|Cambridge Investment Research, Inc.||Fairfield, IA||Jan 2007 - Jun 2016||9|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Jan 2007 - Oct 2010||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1996|
|S65||NASAA Investment Advisors Law Examination||Feb 1997|
Total Assets Under Management260MILLIONS
Total Number of Accounts737ACCOUNTS
Average Account Value$352,897
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
CA, NH, OR, TX
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