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Jeffrey Kohl Ludka

Essex Financial Services, Inc.

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About Jeffrey Kohl Ludka

Jeffrey Ludka is an Investment Advisor Representative associated with Essex Financial Services, Inc. Jeffrey is licensed in Connecticut and holds the Series 65 license. Jeffrey has been in the financial services industry for over a decade. Jeffrey is also an Insurance Agent for Essex Financial Services, Inc. Jeffrey's background includes experience with Pensacola Christian College, Seaport RV Resort and Campground, The Wilds of New England and Johnson Brunetti.

Firm Information

Jeffrey Ludka is currently registered with Essex Financial Services, Inc.. Essex Financial Services, Inc. is a terminated Corporation formed in 2003. Based in Essex, CT, they provided financial planning, pension consulting, and portfolio management services for individuals, businesses, and institutional clients. They managed over $3.77 billion in regulatory assets for clients.
Essex Financial Services, Inc.

176 WESTBROOK ROAD

ESSEX, CT 06426

$3.77B

Assets Under Management

1

Total Clients

30

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeffrey Ludka’s Registration & Firm History

CT

01/09/2024 - Present

Essex Financial Services, Inc. (ESSEX CT)

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Licenses & Designations

IA

Issued 02/21/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Kohl Ludka.
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