Heidi Ann Ludeman

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

Authority	Category	Status	Date
WA	RA	APPROVED	2022-11-01

WA RA
APPROVED

Since 2022-11-01

Branch Locations

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

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

Organization	City	State	From	To
Ludeman Capital Management, Inc.	Bellingham	WA	12/2013	12/2022
Centaurus Financial, Inc.	Bellingham	WA	01/2014	10/2022
United Planners Financial Services	Scottsdale	AZ	10/2022	Present

12/2013 → 12/2022

Ludeman Capital Management, Inc.

Bellingham, WA
01/2014 → 10/2022

Centaurus Financial, Inc.

Bellingham, WA
10/2022 → Present

United Planners Financial Services

Scottsdale, AZ

Previous Registrations

2013-12-20 → 2023-05-10

Ludeman Capital Management, Inc.

Ferndale, WA
2010-09-15 → 2013-03-12

Russell Investments

Seattle, WA
2008-07-16 → 2008-10-17

Pacific West Financial Consultants Inc

Renton, WA

Other Businesses

1.) BLUE HERON HILL FARM - OWNER - FARM - FERNDALE, WA - SINCE 12/2021 - NOT INVESTMENT RELATED 2.) LUDEMAN CAPITAL MANAGEMENT, INC. - CO-OWNER AND PRESIDENT - DBA NAME FOR MARKETING PURPOSES ONLY - FERNDALE, WA - SINCE 10/2013 - INVESTMENT RELATED 3.) LUDEMAN CAPITAL MANAGEMENT, INC. - CEO, PRESIDENT, AND CO-OWNER - PASS THROUGH FOR BUSINESS INCOME - FERNDALE, WA - SINCE 01/2014 - NOT INVESTMENT RELATED

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-05-09

S66 Uniform Combined State Law Examination

2008-05-09

Other Names

Heidi Ann Larsen
Heidi Ann Larsen

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