Michael R Ludwig

Current Employers

Employment History

• 10/2002 → 02/2024
  Ups
  Addison, IL
• 11/2013 → Present
  Cetera Financial Specialists
  Schaumburg, IL
• 11/2013 → Present
  Cetera Investment Advisors
  Schaumburg, IL
• 10/2012 → Present
  Ludwig & Associates, Ltd
  Lombard, IL
• 12/2013 → Present
  Ludwig Wealth Management
  Lombard, IL
• 04/2024 → Present
  Mml Real Estate Holdings Llc
  Lombard, IL

Previous Registrations

• 2011-08-31 → 2011-12-22
  Frank Advisory Services, Inc.
  St. Charles, IL
• 2011-03-22 → 2011-11-21
  Lpl Financial Llc
  St. Charles, IL

Other Businesses

1) LUDWIG & ASSOCIATES, LTD; NON-INVESTMENT RELATED; ACCOUNTING AND TAX PREPARATON: 2) LUDWIG WEALTH MANAGEMENT, INVEST RELATED, SAME AS REGISTERED LOCATION, FINANCIAL SERVICES, START 12/02/2013, 40HR/WK DURING TRADING HRS., FINANCIAL ADVISOR. 3) SUCCESSOR TRUSTEE FOR PARENTS' TRUST; SAME AS REGISTERED ADDRESS; START 5/2015; SUCCESSOR TRUSTEE OF FAMILY TRUST 4) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 02/2020 ; APX NUMBER OF HOURS PER WEEK: 2 ; APX NUMBER OF HOURS DURING TRADING HOURS: 2 ; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT ; BRIEF DESCRIPTION OF DUTIES: SELLS HEALTH INSURANCE ; 5) NAME OF OTHER BUSINESS: MML REAL ESTATE HOLDINGS LLC; INVESTMENT RELATED: NO; ADDRESS: 629 S. MAIN ST, LOMBARD, IL 60148; NATURE OF BUSINESS: REAL ESTATE; START DATE: 4/2024; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: HOLDING LLC FOR RENTAL BUILDING; 6) NAME OF OTHER BUSINESS: MICHAEL LUDWIG; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: AUTHOR AND PUBLISHING; START DATE: 06/2026; POSITION/TITLE/RELATIONSHIP: AUTHOR; APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: WRITING A BOOK TO PROVIDE EDUCATIONAL INFORMATION ABOUT RETIREMENT INCOME PLANNING AND STRATEGIES; 7) NAME OF OTHER BUSINESS: LUDWIG WEALTH MANAGEMENT LLC DBA LUDWIG WEALTH MANAGEMENT; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 8/2026, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 30, APX NUMBER OF HOURS DURING TRADING HOURS: 5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2011-03-21

Designations