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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2022-01-07 |
Branch Locations
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
Edina, MN • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kansas City Life | Edina | MN | 11/1964 | Present |
| Ludwig Financial Group | Minneapolis | MN | 11/1964 | Present |
| Sunset Financial Services, Inc. | Minneapolis | MN | 12/1995 | 01/2022 |
| Securities America, Inc. | Minneapolis | MN | 11/2014 | 01/2022 |
| Securities America Advisors, Inc. | Minneapolis | MN | 11/2014 | 01/2022 |
| United Planners Financial Services | Scottsdale | AZ | 01/2022 | Present |
| Peter J Ludwig | Minneapolis | MN | 11/1964 | Present |
1.) LUDWIG FINANCIAL GROUP - MARKETING PURPOSES ONLY - DBA NAME FOR MARKETING PURPOSES ONLY - MINNEAPOLIS, MN - SINCE 11/1964 - INVESTMENT RELATED 2.) PETER J LUDWIG - INSURANCE AGENT - NON-VARIABLE INSURANCE - MINNEAPOLIS, MN - SINCE 11/1964 - INVESTMENT RELATED 3.) KANSAS CITY LIFE - GENERAL AGENT - NON-VARIABLE INSURANCE - EDINA, MN - SINCE 11/1964 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 1986-08-07 |
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