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Current Employers
United Planners' Financial Services Of America A Limited Partner

7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2022-11-01
  • WA RA
    APPROVED
    Since 2022-11-01

Branch Locations

7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES

5891 Olson Rd., Ferndale, WA 98248 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ludeman Capital Management, Inc. Bellingham WA 01/2005 12/2022
Centaurus Financial, Inc. Anaheim CA 01/2012 10/2022
United Planners Financial Services Scottsdale AZ 10/2022 Present
Jonathan Ludeman Ferndale WA 08/2009 Present
  • 01/2005 → 12/2022
    Ludeman Capital Management, Inc.
    Bellingham, WA
  • 01/2012 → 10/2022
    Centaurus Financial, Inc.
    Anaheim, CA
  • 10/2022 → Present
    United Planners Financial Services
    Scottsdale, AZ
  • 08/2009 → Present
    Jonathan Ludeman
    Ferndale, WA
Previous Registrations
  • 2005-04-22 → 2023-05-10
    Ludeman Capital Management, Inc.
    Ferndale, WA
    Bellingham, WA
Other Businesses

1.) JONATHAN LUDEMAN - INDEPENDENT INSURANCE AGENT - NON-VARIABLE INSURANCE - FERNDALE, WA - SINCE 08/2009 - INVESTMENT RELATED 2.) BLUE HERON HILL FARM - OWNER - FARM - FERNDALE, WA - SINCE 12/221 - NOT INVESTMENT RELATED 3.) LUDEMAN CAPITAL MANAGEMENT - OWNER/CO-OWNER - DBA NAME FOR MARKETING PURPOSES ONLY - FERNDALE, WA - SINCE 01/2005 - INVESTMENT RELATED 4.) LUDEMAN CAPITAL MANAGEMENT - CIO, OWNER, CO-OWNER - PASS-TROUGH FOR BUSINESS INCOME - FERNDALE, WA - SINCE 01/2005 - INVESTMENT RELATED

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-04-08
  • S66 Uniform Combined State Law Examination
    2005-04-08
Designations

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