David Ludwinski, financial advisor Smithfield UT
93 score

David Ludwinski

CRD Number: 3137554
Current Firm: On Investment Management Co

David Ludwinski (CRD# 3137554) is an Investment Advisor Representative working at On Investment Management Co in Smithfield, UT and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
The O.n. Equity Sales Company Cincinnati, OH Mar 2007 - Current 9
Ohio National Financial Services Cincinnati, OH Apr 2002 - Current 14
American General Securities Incorporated Logan, UT Jan 2001 - Mar 2007 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
S65 NASAA Investment Advisors Law Examination Jul 2005
Contact Info for David V. Ludwinski
Phone Number: 855-262-0913
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    832
    MILLIONS
  • Total Number of Accounts
    6,888
    ACCOUNTS
  • Average Account Value
    $120,767
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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