Taddei, Ludwig & Associates, Inc.

Taddei, Ludwig & Associates, Inc. (CRD# 152506) is a financial advisory firm headquartered in San Rafael, CA. They manage $215,329,473 in 688 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    215
    MILLION
  • Total Number of Accounts
    688
    ACCOUNTS
  • Average Account Value
    $312,979
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NH, TX

Financial Advisors at Taddei, Ludwig & Associates, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Diane M. McCracken
CRD#: 2530891
999 Fifth Ave., Suite 300, San Rafael, CA 94901
103
Wealthminder
score

Diane McCracken, ChFC, C(k)P,  leads the Taddei, Ludwig and Associates, Inc. Group Qualified Retirement Planning team. Her team provides research and strategic planning on a wide range of retirement options and services. Most recently she has received the C(k)P® designation, a certification specifically for 401k professionals awarded by the Retirement Advisor University at UCLA Anderson School of Management. Recipients are required to complete a rigorous course-load, specific to the continually changing and complex field of retirement planning.

Diane believes in continuing education and staying abreast of tax law changes that impact Qualified and Non-Qualified Retirement Plans. “My team’s goal is to become a valuable ally and timesaving resource, helping our clients develop and maintain the best qualified retirement plan for their situation.”

Diane began her professional career managing local savings and loan institutions. She later became a business banking officer for a local commercial bank. Her banking career spans a decade, from 1984 until 1994.

Diane joined the TLA team in 1994 and became a partner in 1995.

Diane holds the following credentials and professional designations:

  • Chartered Financial Consultant (ChFC)
  • FINRA Series 6, 7, 63, 65, and 24 securities registrations
  • Qualified Plans Specialist (AXA Advisors, LLC)
  • Certified 401k Professional C(k)P®
  • Accredited Investment Fiduciary (AIF®)

California Insurance License Number: 0B45837

 

415-482-1561

 

2
John F. Hammond
CRD#: 235344
999 Fifth Ave., Suite 300, San Rafael, CA 94901
96
Wealthminder
score

John Hammond (CRD# 235344) 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.

3
Kirk M. Ludwig
CRD#: 1453087
999 Fifth Ave., Suite 300, San Rafael, CA 94901
96
Wealthminder
score

Kirk Ludwig (CRD# 1453087) is an Investment Advisor Representative working at Taddei, Ludwig & Associates, Inc. in San Rafael, CA and has over 20 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.

4
Matthew F. Taddei
CRD#: 1231923
999 Fifth Ave., Suite 300, San Rafael, CA 94901
96
Wealthminder
score

Matthew Taddei (CRD# 1231923) 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. Matthew Taddei 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.

5
Meghan M. Nelson
CRD#: 6515535
999 Fifth Ave., Suite 300, San Rafael, CA 94901
87
Wealthminder
score

Meghan Nelson (CRD# 6515535) is an Investment Advisor Representative working at Taddei, Ludwig & Associates, Inc. in San Rafael, CA and has 1 year of experience in the finance industry.

6
Jack G. Nixon
CRD#: 348522
999 Fifth Ave., Suite 300, San Rafael, CA 94901
76
Wealthminder
score

Jack Nixon (CRD# 348522) is an Investment Advisor Representative working at Taddei, Ludwig & Associates, Inc. in San Rafael, CA and has over 20 years of experience in the finance industry.

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