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Mitchell Ludwig

United Planners' Financial Services Of America A Limited Partner

Chapel Hill, NC

Raleigh, NC

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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
NC RA APPROVED 2025-02-27
  • NC RA
    APPROVED
    Since 2025-02-27

Branch Locations

50101 Governors Drive Ste. 280, Chapel Hill, NC 27517 • United States

9121 Anson Way Ste. 200, Raleigh, NC 27615 • 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
Wealthcare Capital Management Llc Richmond VA 11/2018 02/2021
The Family Firm Bethesda MD 08/2016 11/2018
Fsc Raleigh NC 01/2021 11/2023
Osaic Wealth, Inc. Raleigh NC 11/2023 02/2025
United Planners Financial Services Scottsdale AZ 02/2025 Present
  • 11/2018 → 02/2021
    Wealthcare Capital Management Llc
    Richmond, VA
  • 08/2016 → 11/2018
    The Family Firm
    Bethesda, MD
  • 01/2021 → 11/2023
    Fsc
    Raleigh, NC
  • 11/2023 → 02/2025
    Osaic Wealth, Inc.
    Raleigh, NC
  • 02/2025 → Present
    United Planners Financial Services
    Scottsdale, AZ
Previous Registrations
Other Businesses

1.) CAROLINA WEALTH PARTNERS - PARTNER - DBA NAME FOR MARKETING PURPOSES ONLY - RALEIGH, NC - SINCE 02/2025 - INVESTMENT RELATED

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-04-05
  • S66 Uniform Combined State Law Examination
    2021-04-05
Designations

View on SEC IAPD

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